ARQ WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 147351
- Registered since
- March 7, 2016
- Website
- arqwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.42%
- Individuals11.97%
- Corporations / Businesses0.65%
- Other0.51%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
ARQ Wealth Advisors, LLC is an independent registered investment adviser formed in 2016 and owned by an individual. The firm serves both individuals/families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation is a mix of asset-based fees and fixed fees. Investment activity skews toward equities—particularly exchange-traded products—while the adviser does not market itself as an ESG investor. The firm does place client capital with third‑party alternative fund managers across a broad set of strategies rather than acting as a capital allocator that sponsors its own funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds26%
- Investment Grade Corp Bonds3%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 14ZACHARY POTTER
Wealth AdvisorCRD 6187682
Carly Denial
Associate Wealth AdvisorCRD 7285305
WILLIAM LYNN
Senior Client Service SpecialistCRD 7697198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 123Active vs passive
$502M in ETFs
68%
$344M
21%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $20M | 179,647 | 3.98% |
Location
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 8605 E Raintree Dr
- Time zone
- MT (UTC-7)
- Office locations
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