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.
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 |