SCOTTSDALE WEALTH ADVISORY LLC

SCOTTSDALE WEALTH ADVISORY LLC of PARADISE VALLEY, AZ is an SEC-registered investment adviser (CRD 285907). Regulatory assets under management: $67.4M.

Registration

• CRD: 285907
• Type: Registered investment adviser
• Location: 8501 N. SCOTTSDALE ROAD, PARADISE VALLEY, AZ, 85253
• Phone: 480-247-9090
• Latest filing: 2026-06-05
• Regulatory AUM: $67.4M
• Discretionary AUM: $67.4M
• Clients: 3
• Accounts: 175

Business model

Compensation: % of AUM, 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 285907 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search