Zachary M. Palmer

ARK ROYAL WEALTH MANAGEMENT LLC

RALEIGH, NC 27607

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CRD#: 7000978

Professional summary

Zachary Michael Palmer, CFP®, who also goes by Zachary Palmer, Zach Michael Palmer, is a registered financial advisor currently at ARK ROYAL WEALTH MANAGEMENT LLC located in Raleigh, North Carolina.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Palmer | Zach Michael Palmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Michael Palmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 7, 2024 - Present

ARK ROYAL WEALTH MANAGEMENT LLC

Office #1: 2700 Wycliff Road Suite 360, Raleigh, NC 27607

RIA

CRD#: 175151

RALEIGH, NC

Past

January 15, 2020 - March 6, 2024

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

CHARLOTTE, NC

Past

October 30, 2018 - July 25, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARK ROYAL WEALTH MANAGEMENT LLC

ARK ROYAL WEALTH MANAGEMENT | ARK ROYAL WEALTH MANAGEMENT LLC

CRD#: 175151 / SEC#: 801-133920

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/14/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/7/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2018

General Securities Representative Examination

Current Firm

ARK ROYAL WEALTH MANAGEMENT LLC

ARK ROYAL WEALTH MANAGEMENT | ARK ROYAL WEALTH MANAGEMENT LLC

CRD#: 175151 / SEC#: 801-133920

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

North Carolina

Registered Investment Advisory firm - (8/27/2025 Terminated)

Texas

Registered Investment Advisory firm - (8/14/2025 Terminated)

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Contact information

Main Address

2700 Wycliff Road Suite 360, Raleigh, NC 27607

Mailing Address

Phone number

(919) 710-8665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARWM FORM ADV PART 2A AND 2B (10/15/2025)

Regulatory assets under management

Total Number of Accounts	275
AUM (Assets Under Management)	$ 139,288,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zachary M. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Michael Palmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERA WEALTH MANAGEMENT, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ARK ROYAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2020

Series 63

Date: 10/19/2018

SIE

Date: 10/31/2018

Series 7

Date: 10/30/2018

Current Firm

ARK ROYAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARK ROYAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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