NORTH SCOTTSDALE WEALTH ADVISORS, LLC

NORTH SCOTTSDALE WEALTH ADVISORS, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 284449). Regulatory assets under management: $63.1M.

Registration

• CRD: 284449
• SEC file number: 801-108295
• Type: Registered investment adviser
• Location: 10045 EAST DYNAMITE BOULEVARD, SCOTTSDALE, AZ, 85262
• Phone: 480 699 2545
• Latest filing: 2026-02-25
• Regulatory AUM: $63.1M
• Discretionary AUM: $63.1M
• Clients: 1
• Accounts: 152

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284449 on SEC IAPD (source of record)
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