ARQ Wealth Advisors, LLC

ARQ Wealth Advisors provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities through its WealthApex and WealthBuilder programs and a Retirement Plan Program. The firm pairs ongoing portfolio management with periodic planning analyses and offers clients regular access to financial advisors.

ARQ describes its role as a fiduciary and has affirmed the Institute for the Fiduciary Standard’s Real Fiduciary™ Practices, and it integrates both fundamental and technical analysis with strategic asset allocation when constructing portfolios. The firm employs a mix of long‑ and short‑term positions, option strategies (including covered calls), and a structured fixed‑income process, with continuous monitoring and periodic rebalancing.

Distinctive disclosures in the brochure include use of private‑asset and digital‑asset exposure via exchange‑traded and interval funds (the brochure cites examples such as SPBC, BITS, CAPIX and VFLEX) alongside traditional equity and bond holdings. The firm also accepts ERISA retirement‑plan consulting under a Section 3(21) designation, combining those retirement services with a multi‑advisor platform rather than a single‑advisor model.