SEC Form ADV

SCOTTSDALE WEALTH PLANNING, INC.

Registered Investment AdviserAZ
$171.5M
Assets Under Management
312
Total Clients
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Registration Details

Accession
CRD-169248
Location
SCOTTSDALE, AZ
Filing Date
March 20, 2026
AUM
$171.5M
Total Clients
312
Amendment
No

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.