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SCOTTSDALE WEALTH PLANNING, INC.

CRD 169248 · SEC 801-113207

Visit website

7033 E. MAIN STREET, SUITE 104, SCOTTSDALE, AZ, 85251, United States

Phone

(480) 550-8555

Fax

(480) 550-9555

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$171.5M

Discretionary AUM

$171.5M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals36$14.9M
High net worth individuals43$156.6M

States served

AZ

All web addresses on file

Official SEC filing: View on IAPD