|
⚲
|
| ARQ Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 147351 |
| SEC # | 801-107346 |
| CIK # | 0001811827 |
| AUM | $1.1 B (2026-04-15) |
| Employees | 18 (50% Investors, 0% Brokers) |
| Phone | 480-214-9572 |
| Address | 8605 E Raintree Dr Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.2 | ||
| Apple Inc | 7.4 | ||
| Alphabet Inc | 7.1 | ||
| Cisco Systems Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 132.8 |
| (b) Individuals (high net worth individuals) | 318 | 958.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.2 |
| (n) Other | 1 | 5.7 |
| Total | 2,148 | 1,109.3 |
| By Discretionary | ||
| Discretionary | 2,148 | 1,109.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,148 | 1,109.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,109.3 | |
| Total | 2,148 | 1,109.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811827] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 1.1 |
|
HTG Investment Advisors Inc
✚
|
CT | 1.1 |
|
Capital Advisors Wealth Management LLC
✚
|
WA | 1.1 |
|
Arthur M Cohen & Associates LLC
✚
|
IL | 1.1 |
|
Bearing Point Capital LLC
✚
|
MN | 1.1 |
|
Dock Street Asset Management Inc
✚
|
FL | 1.1 |
|
The Financial Advisors LLC
✚
|
MA | 1.1 |
|
Heirloom Wealth Management LLC
✚
|
CO | 1.1 |
|
Triasima Portfolio Management Inc
✚
|
1.1 | |
|
Financial Advisory Corporation
✚
|
MI | 1.1 |