# North Scottsdale Wealth Advisors, LLC

> North Scottsdale Wealth Advisors, LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 284449
- Filed as: NORTH SCOTTSDALE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284449
- AdvisorCensus page: https://advisorcensus.com/firm/north-scottsdale-wealth-advisors-llc-scottsdale-az-284449

## Quick answers

**How is North Scottsdale Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), North Scottsdale Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is North Scottsdale Wealth Advisors, LLC located?**
North Scottsdale Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is North Scottsdale Wealth Advisors, LLC registered with the SEC or a state?**
North Scottsdale Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284449.

**How much does North Scottsdale Wealth Advisors, LLC manage?**
North Scottsdale Wealth Advisors, LLC reports $63,109,306 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does North Scottsdale Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (25).

**Does North Scottsdale Wealth Advisors, 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/284449

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $63,109,306
- Discretionary: $63,109,306
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $18,137,002 |
| High net worth individuals | 25 | $44,972,304 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @DAVID-KAHN-B07322133

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. North Scottsdale Wealth Advisors, LLC (CRD 284449): Form ADV filing data as of October 2026.