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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

ARS WEALTH ADVISORS

ARS WEALTH ADVISORS, LLC, CRD 124185

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ab9bc0a-436d-02fe-81ab-63ddf0f17dd4

Data as of May 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 15, 2012 to May 5, 2021
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $704MItem 5.F on the latest filing (2021-05-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $696M
Private client RAUM: $689MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,582
Individual clients: 291
High net worth clients: 268
Custody, client assets: $987,451
SEC number: 801-61691
CRD: 124185
Filings on the tape: 30
First filed: Mar 15, 2012
Latest filed: May 5, 2021
Organised: Limited Liability Company, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, ANTHONY, ALLEN	MANAGING PARTNER & CEO	D	yes	03/2005	Mar 15, 2012	May 5, 2021
MURRAY, MICHAEL, WILLIAM	PARTNER & COO	B	yes	01/2019	Feb 1, 2019	May 5, 2021
SWENSON, ANDREW, JAMES	PARTNER & CCO	B	yes	01/2019	Mar 15, 2012	May 5, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARS ACCOUNTING & TAX, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 11, 2021	$704M	$696M	13	8	0	n/a	n/a
2019	Mar 4, 2020	$637M	$627M	12	8	0	n/a	n/a
2018	Feb 1, 2019	$503M	$495M	13	7	0	n/a	n/a
2017	Mar 16, 2018	$505M	$492M	11	6	0	n/a	n/a
2016	Mar 1, 2017	$453M	$443M	10	6	n/a	n/a	n/a
2015	Mar 11, 2016	$403M	$397M	9	6	n/a	n/a	n/a
2014	Mar 11, 2015	$409M	$403M	8	5	n/a	n/a	n/a
2013	Mar 6, 2014	$304M	$301M	8	5	n/a	n/a	n/a
2012	Mar 18, 2013	$249M	$243M	7	5	n/a	n/a	n/a
2011	Mar 15, 2012	$233M	$233M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$704M	$637M	10.5%	$505M	11.8%	13	12	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARS WEALTH ADVISORS	7	Jul 1, 2021	Jan 1, 2025	ST PETERSBURG, FL	Firm absorbed	RIA to new firm	100.0%

Relationships

Controls (3)

← SWENSON, ANDREW, JAMESOwnerPARTNER & CCO, ownership code B, individual
Mar 15, 2012 to presentfactForm ADV
← ANDERSON, ANTHONY, ALLENOwnerMANAGING PARTNER & CEO, ownership code D, individual
Mar 15, 2012 to presentfactForm ADV
← MURRAY, MICHAEL, WILLIAMOwnerPARTNER & COO, ownership code B, individual
Feb 1, 2019 to presentfactForm ADV

Moved with (1)

→ ARS WEALTH ADVISORSRegistered adviser7 advisors, firm absorbed, same day
Jul 1, 2021 to Jan 1, 2025factForm ADV

Registered with (10)

← ANDREW JAMES SWENSONAdvisorregistration: previous registration
Jun 2, 2008 to Jul 1, 2021factForm ADV
← GILBERT KURTIS ULRICHAdvisorregistration: previous registration
Jan 8, 2007 to Jul 1, 2021factForm ADV
← RICHARD JAY HEIMANAdvisorregistration: previous registration
Mar 8, 2016 to Jul 1, 2021factForm ADV
← ANTHONY ALLEN ANDERSONAdvisorregistration: previous registration
Oct 11, 2004 to Jul 1, 2021factForm ADV
← MICHAEL WILLIAM MURRAYAdvisorregistration: previous registration
Feb 26, 2015 to Jul 1, 2021factForm ADV
← JAMIE RENEE MASONAdvisorregistration: previous registration
May 25, 2021 to Jul 1, 2021factForm ADV
← CHRISTOPHER JAMES HILLAdvisorregistration: previous registration
Nov 7, 2018 to Jul 1, 2021factForm ADV
← JENNIFER MARIE FACINIAdvisorregistration: previous registration
Dec 18, 2014 to Jun 16, 2021factForm ADV
← WARREN GORDON SPOORAdvisorregistration: previous registration
Jun 4, 2003 to Jan 8, 2018factForm ADV
← NATHAN DANIEL GOADAdvisorregistration: previous registration
Jul 21, 2011 to Nov 3, 2014factForm ADV

Dated events

Occurred
Mar 4, 2020
Regulatory AUM changed
Ars Wealth Advisors reported RAUM $637.4M, up 27% from $503.1M (2019-12-03 to 2020-03-04)
Form ADVobserved 5 days ago
$134M
Occurred
Feb 1, 2019
Control person joined
William Michael Murray (Partner & Coo) appeared on Schedule A of Ars Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Mar 16, 2018
Succession filed (Item 4)
Ars Wealth Advisors reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ab9bc0a-436d-02fe-81ab-63ddf0f17dd4
First observed: Mar 15, 2012
Last observed: May 5, 2021 65 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARS WEALTH ADVISORS

ARS WEALTH ADVISORS, LLC, CRD 124185

ST. PETERSBURG, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ab9bc0a-436d-02fe-81ab-63ddf0f17dd4

Data as of May 5, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:53 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, ANTHONY, ALLEN

MANAGING PARTNER & CEO

yes

03/2005

Mar 15, 2012

May 5, 2021

MURRAY, MICHAEL, WILLIAM

PARTNER & COO

yes

01/2019

Feb 1, 2019

May 5, 2021

SWENSON, ANDREW, JAMES

PARTNER & CCO

yes

01/2019

Mar 15, 2012

May 5, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARS ACCOUNTING & TAX, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 11, 2021

$704M

$696M

n/a

2019

Mar 4, 2020

$637M

$627M

n/a

2018

Feb 1, 2019

$503M

$495M

n/a

2017

Mar 16, 2018

$505M

$492M

n/a

2016

Mar 1, 2017

$453M

$443M

n/a

2015

Mar 11, 2016

$403M

$397M

n/a

2014

Mar 11, 2015

$409M

$403M

n/a

2013

Mar 6, 2014

$304M

$301M

n/a

2012

Mar 18, 2013

$249M

$243M

n/a

2011

Mar 15, 2012

$233M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$704M

$637M

10.5%

$505M

11.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARS WEALTH ADVISORS

Jul 1, 2021

Jan 1, 2025

ST PETERSBURG, FL

Firm absorbed

RIA to new firm

100.0%