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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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