AdvisorCensus / Financial advisors / Arizona / Phoenix / Nabers Wealth LLC
Nabers Wealth LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.
Quick answers
From the filingHow is Nabers Wealth LLC compensated?
On its Form ADV (Item 5.E, October 2026), Nabers Wealth LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Nabers Wealth LLC located?
Nabers Wealth LLC's principal office is in Scottsdale, AZ, according to its Form ADV.
Is Nabers Wealth LLC registered with the SEC or a state?
Nabers Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 309846.
How much does Nabers Wealth LLC manage?
Nabers Wealth LLC reports $21,011,050 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).
How have Nabers Wealth LLC's assets and staff changed since 2023?
In the Form ADV data for Nabers Wealth LLC: Regulatory assets under management: $7,545,682 in the October 2023 data and $21,011,050 in the October 2026 data, up 178%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Nabers Wealth LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5).
Does Nabers Wealth LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309846
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$21,011,050 as of October 2026, filing dated March 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2025 (1 year)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $21,011,050 | 1 | March 17, 2026 |
| October 2024 | $11,888,455 | 1 | August 14, 2024 |
| October 2023 | $7,545,682 | 1 | May 12, 2023 |
Regulatory assets under management: $7,545,682 in the October 2023 data and $21,011,050 in the October 2026 data, up 178%.
Total employees: 1 in October 2023 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Nabers Wealth LLC (CRD 309846): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/nabers-wealth-llc-scottsdale-az-309846