Arq wealth advisors1/3/2024 ![]() ![]() Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. Arq Wealth Advisors, LLC is legally permitted to serve investors throughout 9 states, including Arizona, California, Colorado, Nebraska, New York, Ohio, Texas, Virginia and Washington. Northsight Blvd, Scottsdale, Arizona 85260. The typical financial advisor at Arq Wealth Advisors, LLC manages around 241 client accounts. The company administers about $347,976 in assets for each customer account. The firm also manages one non-discretionary accounts totaling $1.8 million in assets under management. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without requiring client consent. Arq Wealth Advisors, LLC administers most of the firm's client assets on a discretionary basis. Securities are defined as exchangable fiscal assets like options, stocks and bonds. Arq Wealth Advisors, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. The firm has a small group, including 5 financial advisors. It oversees $420.0 million in assets under management throughout 1,207 accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). Arq Wealth Advisors, LLC operates as a financial advisor firm headquartered in Scottsdale, Arizona. ![]()
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