# SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE WEALTH PLANNING, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 169248
- Type: SEC-registered investment adviser
- SEC file number: 801-113207
- Location: 7033 E. MAIN STREET, SCOTTSDALE, AZ, 85251
- Phone: (480) 550-8555
- Latest filing: 2026-03-20
- Regulatory AUM: $171.5M
- Discretionary AUM: $171.5M
- Clients: 2
- Accounts: 312

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Paul Christopher Ohanian | FOUNDER,  CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |
| OHANIAN PAUL CHRISTOPHER | FOUNDER & CHIEF COMPLIANCE OFFICER; FOUNDER,  CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-10-08 | regulatory | OMITTED MATERIAL FACTS FROM DISCUSSIONS WITH POOL PARTICIPANTS REGARDING A COMMODITIES POOL ("POOL"), WHERE THERE WAS CONCEALMENT OF SIGNIFICANT LOSSES TO INVESTORS BY DELAYING THE DELIVERY OF STATEMENTS TO POOLED PARTICIPANTS, NOT ALLOWING OPPORTUNITY TO INVESTORS TO LIQUIDATE TIMELY. FAILURE TO RE… | Final | $169K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169248/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169248/similar
- Related entities: https://search.stillhousedata.com/firm/169248/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169248

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.