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BUSINE WEALTH
BUSINE LLC
CRD 172692
4250 N. DRINKWATER BLVD., SUITE 300, SCOTTSDALE, AZ, 85251, United States
Phone
858.255.4274
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$76.2M
Discretionary AUM
$64.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.8M |
| High net worth individuals | 35 | $67.3M |
All web addresses on file
Official SEC filing: View on IAPD