SCOTTSDALE WEALTH PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$171,508,301
Discretionary
$171,508,301
Non-discretionary
$0
Firm details
- CRD number
- 169248
- SEC file number
- 801-113207
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.