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| Keyboard |
| Scottsdale Wealth Planning Inc
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|---|---|
| CRD # | 169248 |
| SEC # | 801-113207 |
| CIK # | |
| AUM | 171.5 M (2026-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-550-8555 |
| Address | 7033 E Main Street Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 14.9 |
| (b) Individuals (high net worth individuals) | 43 | 156.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 312 | 171.5 |
| By Discretionary | ||
| Discretionary | 312 | 171.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 312 | 171.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.5 | |
| Total | 312 | 171.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LWM Advisors Inc
✚
|
CA | 172.2 M |
|
Goverman Financial Solutions LLC
✚
|
MA | 171.9 M |
|
Crawford Gregory Jason
✚
|
CA | 171.6 M |
|
CAVU Wealth Advisors LLC
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|
CA | 171.6 M |
|
Genesis Financial Group LLC
✚
|
NJ | 171.3 M |
|
RJ Cloud Advisors & Company
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|
OK | 171.3 M |
|
Wilhelm Financial Services PLLC
✚
|
171.3 M | |
|
Hegarty Advisors LLC
✚
|
NY | 171.1 M |
|
Wealth Engineering LLC
✚
|
AZ | 171.0 M |
|
RMR Capital Management LLC
✚
|
CA | 170.8 M |