← Directory
ARQ WEALTH ADVISORS, LLC
CRD 147351File 801-107346
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.21B
Clients
604
2,131 accounts
Employees
18
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 7, 2016
- Principal office
- 8605 E. RAINTREE DR, STE. 240, SCOTTSDALE, AZ, 85260
- Phone
- 480-214-9572
- Website
- HTTP://WWW.ARQWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,131
- Non-discretionary accounts
- 0
- Total accounts
- 2,131
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $12.0M |
| High net worth individuals | 319 | $1.04B |
| Pension and profit sharing plans | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 278 | $148.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Custody | No | Yes | |
| Aug 23, 2026 | Clients | 611 | 604 | decreased by7 |
| Aug 23, 2026 | AUM | $1,109,267,076 | $1,212,600,568 | increased by$103,333,492 |
| Aug 23, 2026 | Accounts | 2,148 | 2,131 | decreased by17 |
| Aug 17, 2026 | Clients | 612 | 611 | decreased by1 |
| May 1, 2026 | Employees | 14 | 18 | increased by4 |
| May 1, 2026 | Clients | 515 | 612 | increased by97 |
| May 1, 2026 | AUM | $844,294,474 | $1,109,267,076 | increased by$264,972,602 |
| May 1, 2026 | Accounts | 1,798 | 2,148 | increased by350 |
| Apr 1, 2026 | Clients | 492 | 515 | increased by23 |
| Apr 1, 2026 | AUM | $740,357,195 | $844,294,474 | increased by$103,937,279 |
| Apr 1, 2026 | Accounts | 1,706 | 1,798 | increased by92 |
| Mar 1, 2026 | Employees | 11 | 14 | increased by3 |
| Mar 1, 2026 | Clients | 473 | 492 | increased by19 |
| Mar 1, 2026 | AUM | $701,933,068 | $740,357,195 | increased by$38,424,127 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARQ WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARQ WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.