ARQ Wealth Advisors, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 147351
- Registered since
- March 7, 2016
- Website
- arqwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.01%
- Individuals12.24%
- Corporations / Businesses0.99%
- Other0.52%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
ARQ Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves both individual and family clients as well as institutional relationships, and operates under an owner-managed structure. Its fees are charged as a percentage of assets under management and via fixed-fee engagements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds24%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 15
Zachary Potter
Wealth AdvisorCRD 6187682
James Robinson
PartnerCRD 6323466
Matthew Dunn
Principal ConsultantCRD 4882331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$809M in ETFs
54%
$435M
34%
$374M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $26.8M | 209,287 | 3.31% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8605 E Raintree Dr
- Time zone
- MT (UTC-7)
- Office locations
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