Insights

Independent, Fee-Only ARQ Wealth Advisors positions itself as a fully independent, fee-only Registered Investment Advisor with SEC registration, presenting a potential selling point for services that appeal to clients wary of conflicts of interest and corporate agendas.

Entrepreneurial Client Focus The firm targets successful entrepreneurs, disciplined savers, and wealth accumulators seeking a work optional lifestyle, signaling opportunities to cross-sell advanced planning, tax strategy, and wealth transition services to high-net-worth individuals and business owners.

Team Based Model A collaborative, team-based advisory approach can be leveraged to offer scalable services such as holistic financial planning, estate planning coordination, and specialized investment strategies to growth-minded clients and enterprises.

Recent Growth Moves Strategic partnerships and notable ETF investments indicate ongoing expansion and diversified asset exposure, suggesting sales opportunities around enhanced investment products, research capabilities, and integrated planning with tax and reporting services.

Recognition & Scale Signals Being recognized by Financial Advisor magazine as a top RIA and the revenue tier of 10M-25M implies credibility in the market, which can be used to engage mid-market prospects and optimize outbound messaging around reputable, independent advisory quality.

Similar companies to ARQ Wealth Advisors, LLC

ARQ Wealth Advisors, LLC Tech Stack

ARQ Wealth Advisors, LLC uses 8 technology products and services including Hotjar, Calendly, OneTrust, and more. Explore ARQ Wealth Advisors, LLC's tech stack below.

ARQ Wealth Advisors, LLC's Email Address Formats

ARQ Wealth Advisors, LLC uses at least 2 email formats:
ARQ Wealth Advisors, LLC Email FormatsExamplePercentage
First@arqwealth.comJohn@arqwealth.com
92%
Last@arqwealth.comDoe@arqwealth.com
8%

Frequently Asked Questions

What is ARQ Wealth Advisors, LLC's phone number?

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You can contact ARQ Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ARQ Wealth Advisors, LLC's official website and social media links?

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ARQ Wealth Advisors, LLC's official website is arqwealth.com and has social profiles on LinkedIn.

How much revenue does ARQ Wealth Advisors, LLC generate?

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As of September 2026, ARQ Wealth Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is ARQ Wealth Advisors, LLC's NAICS code?

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ARQ Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does ARQ Wealth Advisors, LLC have currently?

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As of September 2026, ARQ Wealth Advisors, LLC has approximately 19 employees across 1 continents, including North America. Key team members include Partner: G. A., Wealth Advisor & Director Of Financial Planning: B. W. and Wealth Advisor: S. C. Explore ARQ Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does ARQ Wealth Advisors, LLC belong to?

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ARQ Wealth Advisors, LLC operates in the Financial Services industry.

What technology does ARQ Wealth Advisors, LLC use?

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ARQ Wealth Advisors, LLC's tech stack includes Hotjar, Calendly, OneTrust, Google Cloud, Sentry, Brevo, HubSpot and Piwik.

What is ARQ Wealth Advisors, LLC's email format?

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ARQ Wealth Advisors, LLC's email format typically follows the pattern of First@arqwealth.com. Find more ARQ Wealth Advisors, LLC email formats with LeadIQ.

When was ARQ Wealth Advisors, LLC founded?

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ARQ Wealth Advisors, LLC was founded in 2008.
ARQ Wealth Advisors, LLC logo

ARQ Wealth Advisors, LLC

Financial ServicesArizona, United States11-50 Employees

ARQ Wealth Advisors, LLC operates as an independent, fee-only Registered Investment Advisor based in Scottsdale, Arizona, and is registered with the U.S. Securities and Exchange Commission. The firm targets a select clientele, including successful entrepreneurs, disciplined savers, and wealth accumulators seeking a work-optional lifestyle, delivering service through a team-based advisory approach and a comprehensive planning process. It emphasizes that investment solutions are tailored to each client’s unique circumstances rather than derived from standardized questionnaires or algorithms.

Founded in July 2008 during the financial crisis, ARQ Wealth Advisors left large institutions to pursue client experiences unfettered by corporate conflicts, distinguishing itself from larger, profit-driven firms. In 2023, Financial Advisor magazine recognized ARQ Wealth Advisors as a leading RIA in America. In 2025, the firm announced a partnership with Vincere Tax, LLC to expand its tax-related service offerings.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    ARQ Wealth Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

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