LIFE STORY WEALTH PLANNING

LIFE STORY WEALTH PLANNING of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 332717).

Registration

• CRD: 332717
• Type: Registered investment adviser
• Location: 6991 EAST CAMELBACK RD.,, SCOTTSDALE, AZ, 85251
• Phone: (480) 602-6750
• Latest filing: 2026-03-31
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Performance.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search