Wealth Manager
    SEC Registered
    Manages Private Funds

    Arq Wealth Advisors, LLC

    Registered investment advisor · Scottsdale, Arizona · CRD #147351

    Assets Under Management
    $844M
    Client Accounts
    1,798
    Employees
    14
    CRD Number
    147351
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Arq Wealth Advisors, LLC

    ARQ Wealth Advisors, LLC is a nationally recognized wealth management firm specializing in retirement, investment, tax, and comprehensive wealth planning for high-net-worth individuals. The firm, founded in 2008, operates independently and focuses on delivering personalized financial solutions. It serves clients nationwide with a team of 10 advisors managing $681.6 million in assets.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Arq Wealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Arq Wealth Advisors, LLC's AUM?

    Arq Wealth Advisors, LLC reports approximately $844M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Arq Wealth Advisors, LLC headquartered?

    Arq Wealth Advisors, LLC is headquartered in Scottsdale, Arizona.

    What is Arq Wealth Advisors, LLC's CRD number?

    Arq Wealth Advisors, LLC's CRD number is 147351. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Arq Wealth Advisors, LLC manage?

    Arq Wealth Advisors, LLC manages approximately 1,798 client accounts according to its latest SEC filing.

    Is Arq Wealth Advisors, LLC SEC registered?

    Yes, Arq Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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