Arq Wealth Advisors, LLC

Arq Wealth Advisors, LLC (CRD# 147351) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $118,115,000 in 404 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $292,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Arq Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jason R. Lilly
CRD#: 3188023
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Jason Lilly (CRD# 3188023) 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. Jason Lilly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John C. Remm
CRD#: 3220220
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

John Remm (CRD# 3220220) 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. John Remm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard A. Siegel
CRD#: 2857109
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Richard Siegel (CRD# 2857109) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry. Richard Siegel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory C. Yocum
CRD#: 2981407
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
96
Wealthminder
score

Gregory Yocum (CRD# 2981407) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Gregory Yocum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
James N. Robinson
CRD#: 6323466
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
89
Wealthminder
score

James Robinson (CRD# 6323466) 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.

6
Anthony D. Ruggieri
CRD#: 6580207
9375 East Shea Blvd., Suite 100, Scottsdale, AZ 85260
87
Wealthminder
score

Anthony Ruggieri (CRD# 6580207) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

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