Arq Wealth Advisors is an investment advisor in Scottsdale with $412.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421756345
SEC advisor number
801-107346
FINRA CRD number
147351
AUM ?
$520.12 mm
(as of 6 Jun 24)
Accounts
1,342
(as of 6 Jun 24)
Employees
11
(6 investment advisory or research)
Address
Arq Wealth Advisors
14500 N. NORTHSIGHT BOULEVARD
SUITE 200
SCOTTSDALE
AZ 85260
14500 N. NORTHSIGHT BOULEVARD
SUITE 200
SCOTTSDALE
AZ 85260
Phone
(480) 214-9572
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 May 24
13F-HR
Quarterly holdings report by institutional manager
26 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22