BUSINE WEALTH

BUSINE WEALTH of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 172692). Regulatory assets under management: $76.2M.

Registration

• CRD: 172692
• Type: Registered investment adviser
• Location: 4250 N. DRINKWATER BLVD., SCOTTSDALE, AZ, 85251
• Phone: 858.255.4274
• Latest filing: 2026-03-31
• Regulatory AUM: $76.2M
• Discretionary AUM: $64.2M
• Non-discretionary AUM: $12.0M
• Clients: 1
• Accounts: 299

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search