WITNAUER SLOAN & ASSOCIATES LLC

WITNAUER SLOAN & ASSOCIATES LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 113765). Regulatory assets under management: $56.6M.

Registration

• CRD: 113765
• Type: Registered investment adviser
• Location: 8777 E VIA DE VENTURA, SCOTTSDALE, AZ, 85258
• Phone: 602-493-5930
• Latest filing: 2026-02-03
• Regulatory AUM: $56.6M
• Discretionary AUM: $53.4M
• Non-discretionary AUM: $3.2M
• Clients: 2
• Accounts: 102

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search