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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARK WEALTH MANAGEMENT

ARK WEALTH MANAGEMENT, LLC, CRD 317264

AUSTIN, TX

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:cc02f806-a126-bec4-2f9f-e43c87cb1729

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Dec 11, 2021 to Jul 16, 2026
16 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: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.02 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $216MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $216M
Private client RAUM: $198MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $54.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 611
Individual clients: 101
High net worth clients: 52
Custody, client assets: $17.8M
SEC number: 801-123029
CRD: 317264
Filings on the tape: 16
First filed: Dec 11, 2021
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, TX
Website: arkfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW WAYNE GOFF	n/a	AUSTIN, TX	4	18	2	no
DAVID JAMES BULL	n/a	Austin, TX	4	16	2	no
Jonathan Joseph Billiot	Certified Financial Planner	Austin, TX	4	10	2	no

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
ARK FINANCIAL HOLDINGS, LLC	Owner	E	yes	10/2021	Oct 26, 2023	Oct 11, 2024
BULL CONSULTING, LLC	Owner	C	yes	04/2020	Oct 11, 2024	Oct 11, 2024
BULL, DAVID, JAMES	Owner	E	yes	04/2020	Dec 11, 2021	Oct 11, 2024
BULL, DAVID, JAMES	Owner	E	yes	04/2020	Dec 11, 2021	Oct 11, 2024
Chapman, Christopher, Ray	CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CHIEF OF STAFF	Na	yes	02/2022	Mar 13, 2022	Oct 11, 2024
DAVID BULL HOLDINGS, LLC	Owner	C	yes	04/2020	Oct 11, 2024	Oct 11, 2024
GOFF, MATTHEW, WAYNE	CHIEF INVESTMENT OFFICER	Na	yes	10/2021	Dec 11, 2021	Oct 11, 2024

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
ARK INSURANCE GROUP	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	Private funds	Fund GAV
2025	Mar 31, 2026	$216M	$216M	2	2	n/a	n/a
2024	Mar 31, 2025	$191M	$191M	4	1	n/a	n/a
2023	Mar 29, 2024	$145M	$145M	4	1	n/a	n/a
2022	Mar 31, 2023	$121M	$121M	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$216M	$191M	13.1%	$121M	21.2%	2	4	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARK FINANCIAL ADVISORS, LLC	3	Apr 30, 2023	Mar 23, 2022	AUSTIN, TX	Firm absorbed	Other	100.0%

Relationships

Registered with (5)

← TROY CAESAR ALLEYAdvisorregistration: current employment
Mar 13, 2025 to presentfactForm ADV
← MATTHEW WAYNE GOFFAdvisorregistration: current employment
Mar 23, 2022 to presentfactForm ADV
← DAVID JAMES BULLAdvisorregistration: current employment
Mar 23, 2022 to presentfactForm ADV
← Jonathan Joseph BilliotAdvisorregistration: current employment
Mar 23, 2022 to presentfactForm ADV
← REBECCA WHITESAdvisorregistration: previous registration
Oct 23, 2022 to May 12, 2023factForm ADV

Controls (6)

← GOFF, MATTHEW, WAYNEOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Dec 11, 2021 to Oct 11, 2024factForm ADV
← BULL, DAVID, JAMESOwnerOWNER, ownership code E, individual
Dec 11, 2021 to Oct 11, 2024factForm ADV
← Chapman, Christopher, RayOwnerCHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CHIEF OF STAFF, ownership code NA, individual
Mar 13, 2022 to Oct 11, 2024factForm ADV
← ARK FINANCIAL HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Oct 26, 2023 to Oct 11, 2024factForm ADV
← BULL CONSULTING, LLCOwnerOWNER, ownership code C, domestic entity
Oct 11, 2024 to Oct 11, 2024factForm ADV
← DAVID BULL HOLDINGS, LLCOwnerOWNER, ownership code C, domestic entity
Oct 11, 2024 to Oct 11, 2024factForm ADV

Dated events

Occurred
May 12, 2023
Advisor changed firm
Rebecca Whites left Ark Wealth Management for Real Wealth Planning (registered 2024-06-13)
Form ADVobserved 5 days ago
Occurred
Apr 30, 2023
Firm absorbed
Ark Financial Advisors, LLC's advisors moved to Ark Wealth Management (Austin, TX): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 13, 2022
Control person left
Wayne Kevin Mischnick (Chief Compliance Officer, Managing Director, And Cfo) no longer on Schedule A of Ark Wealth Management (listed 2022-01-14, absent 2022-03-13)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2022
Control person joined
Ray Christopher Chapman (Chief Compliance Officer, Director Of Operations, Chief Of Staff) appeared on Schedule A of Ark Wealth Management
Form ADVobserved 5 days ago
Occurred
Dec 11, 2021
First Form ADV filing
Ark Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc02f806-a126-bec4-2f9f-e43c87cb1729
First observed: Dec 11, 2021
Last observed: Jul 16, 2026 2 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.

ARK WEALTH MANAGEMENT

ARK WEALTH MANAGEMENT, LLC, CRD 317264

AUSTIN, TX

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:cc02f806-a126-bec4-2f9f-e43c87cb1729

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW WAYNE GOFF

n/a

AUSTIN, TX

DAVID JAMES BULL

n/a

Austin, TX

Jonathan Joseph Billiot

Certified Financial Planner

Austin, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARK FINANCIAL HOLDINGS, LLC

Owner

yes

10/2021

Oct 26, 2023

Oct 11, 2024

BULL CONSULTING, LLC

Owner

yes

04/2020

Oct 11, 2024

BULL, DAVID, JAMES

Owner

yes

04/2020

Dec 11, 2021

Oct 11, 2024

BULL, DAVID, JAMES

Owner

yes

04/2020

Dec 11, 2021

Oct 11, 2024

Chapman, Christopher, Ray

CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, CHIEF OF STAFF

yes

02/2022

Mar 13, 2022

Oct 11, 2024

DAVID BULL HOLDINGS, LLC

Owner

yes

04/2020

Oct 11, 2024

GOFF, MATTHEW, WAYNE

CHIEF INVESTMENT OFFICER

yes

10/2021

Dec 11, 2021

Oct 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARK INSURANCE GROUP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$216M

n/a

2024

Mar 31, 2025

$191M

n/a

2023

Mar 29, 2024

$145M

n/a

2022

Mar 31, 2023

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$216M

$191M

13.1%

$121M

21.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARK FINANCIAL ADVISORS, LLC

Apr 30, 2023

Mar 23, 2022

AUSTIN, TX

Firm absorbed

Other

100.0%