John
Remm

Arq Wealth Advisors, LLC

CRD#3220220
Investment Advisor
in Scottsdale, AZ

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About this Advisor

John Remm is a certified financial planner and chartered financial analyst who works out of Scottsdale, Arizona. Currently a registered investment advisor at Arq Wealth Advisors, LLC, Remm has 20 years of experience as an investment advisor. Remm holds Series 63 and Series 66 licenses, qualifying the advisor as a securities agent. Remm is able to advise investors based out of Arizona and Texas. Over the course of their career, Remm has held roles at The Vanguard Group, Inc and Arq Wealth Advisors, LLC. Arq Wealth Advisors, LLC is located in Scottsdale, Arizona. In total, Arq Wealth Advisors, LLC manages $247 million in assets across 791 accounts and employs seven staff members. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the country. The firm manages 785 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 29% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Arq Wealth Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

14500 N. Northsight Blvd, Ste 200
Scottsdale, AZ 85260

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$246,594,100

AZ Average: $1,555,372,352
Total Number of Employees

7

AZ Average: 37
Total Number of Accounts

791

AZ Average: 1,370
Average Account Size

$311,750

AZ Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Remm Work History

John has 21 years of experience.

2015 - Present (5 years)

Arq Wealth Advisors, LLC

1999 - 2015 (16 years)

The Vanguard Group, Inc

Disclosures

John Remm has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Arq Wealth Advisors, LLC

Joseph Gilligan
Scottsdale, AZ
Richard Siegel
Scottsdale, AZ
Gregory Yocum
Scottsdale, AZ
Samuel Castaneda
Scottsdale, AZ
James Robinson
Scottsdale, AZ
John Remm
Scottsdale, AZ

This content was compiled from the SEC and FINRA.

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