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).

By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    1,258
    ACCOUNTS
  • Average Account Value
    $370,555
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NE, NY, OH, TX, VA, WA

Financial Advisors at Arq Wealth Advisors, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Samuel J. Castaneda
CRD#: 5153177
14500 N. Northsight Blvd, Ste. 200, Scottsdale, AZ 85260

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.

2
Justin M. Rivera
CRD#: 6378778
Thornton, CO

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.

3
James N. Robinson
CRD#: 6323466
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260

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.

4
Richard A. Siegel
CRD#: 2857109
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260

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.

5
Brandon M. Wyand
CRD#: 6488968
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260

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.

6
Gregory C. Yocum
CRD#: 2981407
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260

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.

7
Joseph C. Gilligan
CRD#: 2617604
14500 N. Northsight Blvd, Ste, 200, Scottsdale, AZ 85260

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.

8
Tristen T. Sheffler
CRD#: 7138236
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260

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.

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