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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-21-2008
- Office Locations
- 2
Office Locations
About ARQ Wealth Advisors, LLC
ARQ Wealth Advisors is a fee-only, fiduciary wealth management firm serving high-net-worth individuals in Scottsdale and nationwide. The team provides integrated retirement, investment and tax planning alongside ongoing asset management, building long-term, diversified portfolios with an emphasis on income planning and tax diversification. Differentiators include a team-based model, its Q Form™ Assessment to score plan strength, and an average ~70:1 client-to-advisor ratio; accounts are custodied at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 1, 2025 and April 15, 2026, reported AUM increased 58.0%, from $701.9M to $1.1B.
Across 5 reported observations, AUM increased 169.2% between October 17, 2022 and April 15, 2026, from $412.0M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 612 clients, or 68 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on April 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full ARQ Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES NELSON ROBINSON
Financial Advisor, General Partner
- CRD
- #6323466
- Ownership
- 25% but less than 50%
RICHARD ALAN SIEGEL
Managing Member
- CRD
- #2857109
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Carly Marie Denial
Associate Wealth Advisor
- CRD
- #7285305
JOSEPH CHRISTOPHER GILLIGAN JR
Wealth Advisor
- CRD
- #2617604
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,109,267,076 | $516,419 |
| Non-Discretionary | $0 | -- |
| Total | $1,109,267,076 | $516,419 |
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Separately Managed Accounts
SMA allocation detail is available
ARQ Wealth Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
ARQ Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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