Firm profile

ARQ WEALTH ADVISORS, LLC

SCOTTSDALE, AZCRD 147351Latest ADV April 15, 2026

ARQ WEALTH ADVISORS, LLC is a limited liability company based in SCOTTSDALE, AZ.

Assets Under Management
$1.1B
Employees
18
Offices
1 office
Total Clients
612
Primary office
SCOTTSDALE, AZ
8605 E. RAINTREE DR, STE. 240, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGregory C. Yocum

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Client Coverage Demographics

Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
318
2
Individuals
46.7%
286
3
Corporations
0.8%
5
4
Pension Plans
0.3%
2
5
CHARITY
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of April 15, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts2,148
10Y AUM Change+$953M (+611.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee34:1
10Y Employee Change+13 (+260.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.