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Kevin Joseph Martin

Ark Wealth Advisors, LLC

Yorba Linda, CA

CRD 5306819

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Employer firm

Ark Wealth Advisors, LLC CRD 309396

$118M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ark Wealth Advisors, Llc

3960 Prospect Avenue Suite A, Yorba Linda, CA 92886 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-31
  • CA RA
    APPROVED
    Since 2026-08-31

Branch Locations

3960 Prospect Avenue Suite A, Yorba Linda, CA 92886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curve Capital, Llc Newport Beach CA 01/2013 12/2023
Self Employed Yorba Linda CA 12/2023 12/2025
Bridge Capital Consulting, Llc Newport Beach CA 12/2025 08/2026
Ark Wealth Advisors, Llc Yorba Linda CA 08/2026 Present
Previous Registrations
  • 2025-12-10 → 2026-07-20
    Bridge Capital Consulting, Llc
    Newport Beach, CA
    Yorba Linda, CA
  • 2013-01-16 → 2023-12-13
    Curve Capital Llc
    Newport Beach, CA
  • 2010-11-24 → 2013-02-21
    Lpl Financial Llc
    Huntington Beach, CA
  • 2007-11-27 → 2008-01-02
    Private Equity Advisors, Inc.
    Irvine, CA
  • 2007-05-21 → 2007-07-16
    A. G. Edwards & Sons, Inc.
    San Juan Capistrano, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-05-18
  • S66 Uniform Combined State Law Examination
    2007-05-18

View on SEC IAPD

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