Arq Wealth Advisors, LLC

Arq Wealth Advisors, LLC (CRD# 147351) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $520,118,706 in 1,342 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
14500 N. Northsight Blvd, Suite 200, Scottsdale, AZ 85260
https://www.youtube.com/@arqwealthadvisorsllc4628
By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    1,342
    ACCOUNTS
  • Average Account Value
    $387,570
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 Castaneda, financial advisor Scottsdale AZ
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 Rivera, financial advisor Thornton CO
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 Robinson, financial advisor Scottsdale AZ
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 10 years of experience in the finance industry.

4
Richard Siegel, financial advisor Scottsdale AZ
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 Wyand, financial advisor Morrison CO
Brandon M. Wyand
CRD#: 6488968
Morrison, CO

Brandon Wyand (CRD# 6488968) is an Investment Advisor Representative working at Arq Wealth Advisors, LLC in Morrison, CO and has over 8 years of experience in the finance industry.

6
Gregory Yocum, financial advisor Scottsdale AZ
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 Gilligan, financial advisor Scottsdale AZ
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 Sheffler, financial advisor Scottsdale AZ
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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