Justin
Rivera

Arq Wealth Advisors, LLC

CRD#6378778
Investment Advisor
in Thornton, CO

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About this Advisor

Justin Rivera is a financial advisor based in Thornton, Colorado, working with Arq Wealth Advisors, LLC. Justin has previously held positions at the University Of Michigan, The Vanguard Group, Inc, Facet Wealth, Matter Family Office, Student, Motley Fool Wealth Management, Tmf Investments, and Arq Wealth Advisors, LLC. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Justin is part of Arq Wealth Advisors, LLC, which operates out of Thornton, Colorado. The firm has 1 office and 11 employees. The firm manages assets totaling $520.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Arq Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Thornton, CO

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Arq Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$520,118,706

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

11

CO Average: 37
Total Number of Accounts

1,342

CO Average: 1,370
Average Account Size

$387,570

CO Average: $1,135,308

Investment Advisory Services

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

Justin Rivera Work History

2024 - Present (0 year)

Arq Wealth Advisors, LLC

2021 - Present (3 years)

Motley Fool Wealth Management

2021 - Present (3 years)

Tmf Investments

2020 - 2020 (< 1 year)

Facet Wealth

2019 - 2019 (< 1 year)

Matter Family Office

2014 - 2019 (5 years)

The Vanguard Group, Inc

2012 - 2014 (2 years)

University Of Michigan

2009 - 2014 (5 years)

Student

Disclosures

Please visit the SEC profile of Justin Rivera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arq Wealth Advisors, LLC

William Lynn
Scottsdale, AZ
James Robinson
Scottsdale, AZ
Samuel Castaneda
Scottsdale, AZ
Tristen Sheffler
Scottsdale, AZ
Brandon Wyand
Scottsdale, AZ
Joseph Gilligan
Scottsdale, AZ
Justin Rivera
Thornton, CO
Gregory Yocum
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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