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
- HNWI86.42%
- Individuals11.97%
- Corporations / Businesses0.65%
- Other0.51%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
ARQ Wealth Advisors, LLC is an independent registered investment adviser formed in 2016 and structured as an LLC. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals, small businesses and institutions, plus pension consulting. Its fee schedule combines asset-based fees with fixed-fee arrangements. ARQ is not identified as an active ESG investor and does not report multi-state adviser status.
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 Equities66%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 14
Zachary Potter
Wealth AdvisorCRD 6187682
Carly Denial
Associate Wealth AdvisorCRD 7285305
William Lynn
Senior Client Service SpecialistCRD 7697198
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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