SEC Form ADV

SCOTTSDALE WEALTH PLANNING, INC.

Firm profile: Scottsdale Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$171.5M

Assets Under Management

312

Total Clients

Employees

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Registration Details

Accession: CRD-169248
Location: SCOTTSDALE, AZ
Filing Date: March 20, 2026
AUM: $171.5M
Total Clients: 312
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SCOTTSDALE WEALTH PLANNING, INC. is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $171.5M in assets across 312 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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