| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Steven Mariner Control | Partner/Director Of Strategic Planning | Under 5% | 2024 |
| Gregory Courtland Yocum Control | Managing Member / Chief Compliance Officer | 25-50% | 2008 |
| James Nelson Robinson Control | Member | 25-50% | 2015 |
Arq Wealth Advisors, LLC reports $681.6 million in regulatory assets under management on its Form ADV.
Arq Wealth Advisors, LLC reports 11 employees.
Arq Wealth Advisors, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Arq Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8605 E. Raintree Dr, Ste. 240, Scottsdale, AZ 85260 |
| Phone | 480-214-9572 |
| Fax | 480-383-6556 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1811827 |
| Discloses disciplinary history | No |
| Discretionary | $681.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $681.6M |