Arq Wealth Advisors, LLC
● SEC registered since 2016CRD 147351SEC# 801-107346Scottsdale, AZ
Reg. AUM
$1.11B
Employees
18
Accounts
2,148
Location
Scottsdale, AZ
Arq Wealth Advisors, LLC assets under management
Arq Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2016. It reports $1.1 billion in regulatory assets under management and employs 18 people.
Arq Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Steven Mariner Control | Partner/Director Of Strategic Planning | 5-10% | 2024 |
| Gregory Courtland Yocum Control | Managing Member / Chief Compliance Officer | 10-25% | 2008 |
| James Nelson Robinson Control | Member | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Arq Wealth Advisors, LLC manage?
Arq Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Arq Wealth Advisors, LLC have?
Arq Wealth Advisors, LLC reports 18 employees.
Where is Arq Wealth Advisors, LLC located?
Arq Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Does Arq Wealth Advisors, LLC disclose fund performance?
Arq Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8605 E. Raintree Dr, Ste. 240, Scottsdale, AZ 85260 |
| Phone | 480-214-9572 |
| Fax | 480-383-6556 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1811827 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.11B▲ 91%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.11Bregulatory AUM
Discretionary $1.11B