Arq Wealth Advisors, LLC
About this Advisor
Richard Siegel is a certified financial planner in Scottsdale, Arizona. Currently a registered advisor with Arq Wealth Advisors, LLC, they have gathered 12 years of professional experience. Siegel maintains Series 63 and Series 66 licenses, which qualify the advisor as a securities agent. Siegel is registered to operate based out of Arizona. Siegel has worked their complete career at Arq Wealth Advisors, LLC. Arq Wealth Advisors, LLC is located in Scottsdale, Arizona. As a company, Arq Wealth Advisors, LLC oversees $275 million in assets across 819 accounts and retains nine staff members. The firm's total assets under management makes it one of the mid-sized firms in the nation. The firm manages 816 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 32% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Arq Wealth Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based and fixed 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
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.