Arq Wealth Advisors, Llc
ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC. Founded in July of 2008 during the worst financial crisis since the Great Depression, we are advisors for a select few successful entrepreneurs, disciplined savers, and wealth accumulators who strive to live a work optional lifestyle. We accomplish this through our Team Based Model and comprehensive ARQ planning process. We recognize every client is different and believe investment solutions cannot be determined with a simple questionnaire or algorithm. The “right” question is unique. It’s why we ask a lot of questions – identifying outcomes most meaningful to you. Together, we develop a plan to help you achieve those outcomes. Each of us left large institutions because we wanted to focus on delivering exceptional experiences for our clients unencumbered by corporate conflicts. We are the antithesis of the big corporate financial companies who put shareholders and corporate profits ahead of the client.
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Verified contacts
15
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
205
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- TS
Tristen Sheffler
Wealth Advisor · Finance & Accounting
EmailPhone - JS
Janelle Snarey
Client Experience Specialist · Customer/Client Service
EmailPhone - MS
Melissa Siegel
HR & IT Project Manager · Other
EmailPhone - GY
Greg Yocum
Partner · General Business & Management
EmailPhone - JR
Jay Robinson
Co-founder & Partner - Director of Business Development · General Business & Management
EmailPhone - RS
Rich Siegel
Founder Managing Partner · General Business & Management
EmailPhone - CD
Carly Denial
Associate Financial Advisor · Finance & Accounting
EmailPhone - LS
Lyndsy Skiest
Senior Operations & Client Service Specialist · Other
EmailPhone
Showing 8 of 15 verified contacts
Top roles at Arq Wealth Advisors, Llc
9 distinct titles indexed · top 9 shown.
- 3wealth advisor
- 2co-founder & partner - director of business development
- 1associate financial advisor
- 1client experience specialist
- 1founder managing partner
- 1hr & it project manager
- 1partner
- 1senior operations & client service specialist
- 1senior wealth advisor
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