Arq Wealth Advisors, LLC
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About this Advisor
Samuel Castaneda is a certified financial planner whose office is in Scottsdale, Arizona. Currently a registered financial advisor with Arq Wealth Advisors, LLC, Castaneda has 14 years of practice in the financial advisory industry. Castaneda maintains a Series 63 license, designating them as a securities agent. Castaneda is able to work with investors in Arizona. Throughout their career, they have worked at The Vanguard Group, Inc, Contango Capital Advisors, Inc, National Bank Of Arizona, Arq Wealth Advisors, LLC and Lpl Financial LLC. Arq Wealth Advisors, LLC is based out of Scottsdale, Arizona. In total, Arq Wealth Advisors, LLC oversees $275 million in assets covering 819 client accounts and employs nine staff members. The level of assets currently under the firm's management makes it one of the mid-sized firms in the United States. The firm manages 816 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 32% of the firm's investors are high-net-worth individuals, meaning they have greater 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 may charge clients 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
Samuel Castaneda Work History
Samuel has 14 years of experience.
Arq Wealth Advisors, LLC
Lpl Financial LLC
Contango Capital Advisors, Inc
National Bank Of Arizona
The Vanguard Group, Inc
Samuel Castaneda has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Arq Wealth Advisors, LLC