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SCOTTSDALE WEALTH ADVISORY LLC
CRD 285907
8501 N. SCOTTSDALE ROAD, SUITE 205, PARADISE VALLEY, AZ, 85253, United States
Phone
480-247-9090
Fax
480-718-7526
Registration
— (—)
Source
State registered
Total AUM
$67.4M
Discretionary AUM
$67.4M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 163 | $37.8M |
| High net worth individuals | 12 | $29.6M |
All web addresses on file
Official SEC filing: View on IAPD