OCOTILLO WEALTH MANAGEMENT LLC

OCOTILLO WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 288438). Regulatory assets under management: $15.9M.

Registration

• CRD: 288438
• Type: Registered investment adviser
• Location: 5635 N. SCOTTSDALE RD., SCOTTSDALE, AZ, 85250
• Phone: 480-729-6281
• Latest filing: 2026-02-04
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.9M
• Clients: 2
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search