Arq Wealth Advisors, LLC
Arq Wealth Advisors, LLC (CRD# 147351) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $466,158,432 in 1,258 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management466MILLION
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Total Number of Accounts1,258ACCOUNTS
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Average Account Value$370,555
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, NE, NY, OH, TX, VA, WA
Samuel Castaneda (CRD# 5153177) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Justin Rivera (CRD# 6378778) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Thornton, CO and has over 9 years of experience in the finance industry.
James Robinson (CRD# 6323466) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Richard Siegel (CRD# 2857109) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Brandon Wyand (CRD# 6488968) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Gregory Yocum (CRD# 2981407) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Joseph Gilligan (CRD# 2617604) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 28 years of experience in the finance industry.
Tristen Sheffler (CRD# 7138236) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.