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Arq Wealth Advisors, LLC
ARQ Wealth Advisors, LLC is an independent, fee-only investment advisory and wealth management firm based in Scottsdale, Arizona. Founded in 2008, the firm is owned by Richard Siegel, Gregory Yocum, James Robinson, and John Remm. ARQ provides comprehensive financial planning and asset management services for individuals and families, serving both high-net-worth and mass affluent clients. The firm operates as a fiduciary, emphasizing transparent, client-first service, and currently employs approximately 11 professionals.
Investment Strategy
ARQ Wealth Advisors offers customized investment management focused on helping clients achieve their financial goals while remaining sensitive to risk tolerance and time horizons. They provide tailored advice to individual investors using a consultative approach, emphasizing client education throughout the process. The firm employs diversified portfolio strategies, using both passive and active investments, mostly in public securities (EQ, ETF, MF), and emphasizes adherence to fiduciary standards, including the Real Fiduciary™ Practices. Clients may impose reasonable restrictions on investment types within their portfolios. The firm also provides retirement plan consulting services for ERISA plans, ensuring all services are compliant with fiduciary duties and relevant regulations.
Latest 13F Filing Activity
Arq Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $291M. The fund increased holdings in American Centy Etf TR, Ishares TR, American Centy Etf TR among other positions. Arq Wealth Advisors, LLC reduced exposure to SPDR Ser TR, Nuveen S&P 500 Buy-write Inc., SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 4.07% | $11.9M | 128,330 | $78.66 | $100.82 | $0 |
M MGV | VANGUARD WORLD FD | 3.83% | $11.2M | 86,568 | $112.51 | $131.20 | $0 |
G GARP | ISHARES TR | 3.67% | $10.7M | 209,457 | $55.30 | $60.38 | $0 |
I IUS | INVESCO EXCH TRD SLF IDX FD | 3.53% | $10.3M | 208,138 | $47.55 | $51.50 | $0 |
A AVUV | AMERICAN CENTY ETF TR | 3.48% | $10.1M | 116,241 | $79.97 | $91.10 | $0 |
Industry Allocation
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