Arq Wealth Advisors, LLC
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About this Advisor
Richard Siegel is a certified financial planner who works out of Scottsdale, Arizona. Currently an advisor at Arq Wealth Advisors, LLC, Siegel has 11 years of experience in the financial advisory industry. Siegel maintains Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Siegel is registered to act as a financial advisor based out of Arizona. Siegel has spent their whole career at Arq Wealth Advisors, LLC. Arq Wealth Advisors, LLC is headquartered in Scottsdale, Arizona. As a company, Arq Wealth Advisors, LLC manages $247 million in assets covering 791 accounts and employs seven staff members. The firm's total assets under management places it among the mid-sized financial advisory firms in the nation. The firm manages 785 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 29% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Arq Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Arq Wealth Advisors, LLC Brokerage Details
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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
Richard Siegel Work History
Richard has 12 years of experience.
Arq Wealth Advisors, LLC
Richard Siegel has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Arq Wealth Advisors, LLC