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⚲
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| Stoker Ostler Wealth Advisors Inc
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|---|---|
| CRD # | 111320 |
| SEC # | 801-54265 |
| CIK # | 0001336488 |
| AUM | $3.7 B (2026-04-17) |
| Employees | 30 (40% Investors, 0% Brokers) |
| Phone | 480-890-8088 |
| Address | 4900 N Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Royal Bank of Canada | 10.2 | ||
| Toronto Dominion Bank | 7.2 | ||
| Apple Inc | 7.1 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Alphabet Inc | 5.8 | ||
| Facebook Inc | 4.2 | ||
| Bank of Nova Scotia | 3.9 | ||
| Canadian Imperial Bank of Commerce /Can/ | 3.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SO20 | 2016-03-30 | 0.0 | |
| Other | SO21 | 2016-03-30 | 0.0 | |
| Other | SO22 | 2016-03-30 | 0.0 | |
| Other | SO23 | 2016-03-30 | 0.0 | |
| Other | SO24 | 2016-03-30 | 0.0 | |
| Other | SO25 | 2016-03-30 | 0.0 | |
| Other | SO26 | 2016-03-30 | 0.0 | |
| Other | SO27 | 2016-03-30 | 0.0 | |
| Other | SO18 | 2013-04-02 | 0.0 | |
| Other | SO19 | 2013-04-02 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 634 | 0.3 |
| (b) Individuals (high net worth individuals) | 945 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,166 | 3.7 |
| By Discretionary | ||
| Discretionary | 4,904 | 3.6 |
| Non-Discretionary | 262 | 0.1 |
| Total | 5,166 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 5,166 | 3.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001336488] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maseco LLP
✚
|
5.0 | |
|
Stash Investments LLC
✚
|
NY | 4.9 |
|
Mainstay Capital Management LLC
✚
|
MI | 4.8 |
|
Roffman Milller Associates Inc
✚
|
PA | 3.2 |
|
Bogart Wealth LLC
✚
|
VA | 3.2 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 3.0 |
|
Berger Financial Group Inc
✚
|
MN | 2.9 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.9 |
|
Key Financial Inc
✚
|
PA | 2.8 |
|
Keystone Financial Group LLC
✚
|
KY | 2.3 |