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⚲
|
| ARQ Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 147351 |
| SEC # | 801-107346 |
| CIK # | 0001811827 |
| AUM | $520.1 MM (2024-08-01) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 480-214-9572 |
| Address | 14500 N Northsight Blvd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 4.4 | ||
| AAPL | 2,382,844.0 | 4.3 | |
| MSFT | 1,918,222.4 | 2.9 | |
| NVDA | 399,550.0 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 99.8 |
| (b) Individuals (high net worth individuals) | 178 | 418.9 |
| (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 | 2 | 1.4 |
| (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 | 1,342 | 520.1 |
| By Discretionary | ||
| Discretionary | 1,341 | 518.2 |
| Non-Discretionary | 1 | 1.9 |
| Total | 1,342 | 520.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 520.1 | |
| Total | 1,342 | 520.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001811827] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Signalpoint Asset Management LLC
✚
|
MO | 0.5 |
|
Beacon Harbor Wealth Advisors Inc
✚
|
VA | 0.5 |
|
Oneascent Wealth Management LLC
✚
|
AL | 0.5 |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.5 |
|
Kendall Capital Management
✚
|
MD | 0.5 |
|
Peregrine Asset Advisers Inc
✚
|
OR | 0.5 |
|
E & G Advisors LP
✚
|
TX | 0.5 |
|
Investors Research Corporation
✚
|
GA | 0.5 |
|
NVWM LLC
✚
|
PA | 0.5 |
|
Accuvest Global Advisors Inc
✚
|
UT | 0.5 |