# BUSINE WEALTH

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

## Registration

- CRD: 172692
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172692/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172692/similar
- Related entities: https://search.stillhousedata.com/firm/172692/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172692

---

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.