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ARQ WEALTH ADVISORS, LLC
CRD 147351 · SEC 801-107346
8605 E. RAINTREE DR, STE. 240, SCOTTSDALE, AZ, 85260, United States
Phone
480-214-9572
Fax
480-383-6556
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.11B
Team
18 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 286 | $132.8M |
| High net worth individuals | 318 | $958.6M |
| Pension/profit sharing plans | 2 | $5.0M |
| Corporations/business entities | 5 | $7.2M |
States served
AZ, CA, CO, ID, IL, IN, MA, MI, NV, NY, OH, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD