{
  "crd_number": 309846,
  "slug": "nabers-wealth-llc-scottsdale-az-309846",
  "primary_business_name": "NABERS WEALTH LLC",
  "legal_name": "NABERS WEALTH LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-05-01",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 21011050.0,
  "raum_discretionary": 21011050.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14702232.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 6308818.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://naberswealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309846",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/nabers-wealth-llc-scottsdale-az-309846",
  "display_name": "Nabers Wealth LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Nabers Wealth LLC (CRD 309846): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Nabers Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nabers Wealth LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Nabers Wealth LLC located?",
      "a": "Nabers Wealth LLC's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is Nabers Wealth LLC registered with the SEC or a state?",
      "a": "Nabers Wealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 309846."
    },
    {
      "q": "How much does Nabers Wealth LLC manage?",
      "a": "Nabers Wealth LLC reports $21,011,050 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Nabers Wealth LLC's assets and staff changed since 2023?",
      "a": "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."
    },
    {
      "q": "What types of clients does Nabers Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (5)."
    },
    {
      "q": "Does Nabers Wealth LLC report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 7545682.0,
      "total_employees": 1,
      "filing_date": "2023-05-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 11888455.0,
      "total_employees": 1,
      "filing_date": "2024-08-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21011050.0,
      "total_employees": 1,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/nabers-wealth-llc-scottsdale-az-309846.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 14702232.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6308818.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309846",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}