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| Happy Holidays!! thanks for using AUM13F!! |
| Scottsdale Wealth Planning Inc
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| CRD # | 169248 |
| SEC # | 801-113207 |
| CIK # | |
| AUM | $151.3 M (2025-07-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 480-550-8555 |
| Address | 7033 E Main Street Scottsdale, AZ 85251 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 13.7 |
| (b) Individuals (high net worth individuals) | 33 | 137.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 151.3 |
| By Discretionary | ||
| Discretionary | 331 | 151.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 331 | 151.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.6 | |
| United States Persons | 141.7 | |
| Total | 331 | 151.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CDKV Holdings LLC
✚
|
CO | 0.2 |
|
Levatus LLC
✚
|
MA | 0.2 |
|
FIG Financial Advisory Services Inc
✚
|
OK | 0.2 |
|
RCW Management LLC
✚
|
FL | 0.2 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.2 |
|
Aznar Financial Advisors LLC
✚
|
0.2 | |
|
Greenbelt Investment Advisors LLC
✚
|
TX | 0.2 |
|
GG Group Ventures LLC
✚
|
FL | 0.2 |
|
Profocus Incorporated
✚
|
AZ | 0.2 |
|
Taylor Wealth Management LLC
✚
|
CA | 0.2 |