William Darrell Lee
Investment adviser representative at Arq Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Arq Wealth Advisors, LLCJun 2025 to now
- Clarkston Capital Partners, LLCJan 2021 to Jun 2025
- Ironwood Investment Counsel, LLCOct 2011 to Dec 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Arq Wealth Advisors, LLC
$1.2BAssets managed
605Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4748764
- Firm CRD
- 147351