CCO · ARQ Wealth Advisors, LLC
Matthew J. Dunn
CRD 4882331 · Named on Form ADV at 2 SEC-registered advisers
At a glance
ARQ Wealth Advisors, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $1.2 billion in regulatory assets, lists Matthew J. Dunn on its Form ADV as CCO, a control person. The SEC filings also name Matthew at 1 other registered adviser.
Firms and roles
- ARQ Wealth Advisors, LLCCCOWealth manager · Scottsdale, AZ · $1.2B in regulatory assets
- Jessup Wealth ManagementCCOWealth manager · Dayton, OH · $360M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Richard A. SiegelManaging Member, ARQ Wealth Advisors, LLC
- James N. RobinsonMember, ARQ Wealth Advisors, LLC
- Carl S. MarinerPartner/director of Strategic Planning, ARQ Wealth Advisors, LLC
- William D. LeeMember, ARQ Wealth Advisors, LLC
- Matthew C. JessupCEO, Managing Partner, Jessup Wealth Management
1 more person named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.