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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ARQ Wealth Advisors LLC
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|---|---|
| CRD # | 147351 |
| SEC # | 801-107346 |
| CIK # | 0001811827 |
| AUM | $649.3 M (2025-07-25) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 480-214-9572 |
| Address | 8605 E Raintree Dr Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 117.1 |
| (b) Individuals (high net worth individuals) | 215 | 530.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,530 | 649.3 |
| By Discretionary | ||
| Discretionary | 1,530 | 649.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,530 | 649.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 649.3 | |
| Total | 1,530 | 649.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001811827] |
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|---|---|---|
|
Argent Retirement Plan Advisors LLC
✚
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LA | 0.7 |
|
Cedrus Holding Co LLC
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CO | 0.7 |
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Cadent Capital Advisors LLC
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OK | 0.7 |
|
The August Group Capital Limited
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0.6 | |
|
Pinion Investment Advisors LLC
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KS | 0.6 |
|
Olstein Capital Management LP
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|
NY | 0.6 |
|
Carr Financial Group Corporation
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MA | 0.6 |
|
Traveka Wealth LLC
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|
CA | 0.6 |
|
Roman Butler Fullerton & Co
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|
MO | 0.6 |
|
Carrera Capital Advisors LLC
✚
|
MI | 0.6 |