# Scottsdale Wealth Advisory LLC

> Scottsdale Wealth Advisory LLC is a state-registered investment advisory firm in Paradise Valley, AZ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 285907
- Filed as: SCOTTSDALE WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Paradise Valley, AZ
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285907
- AdvisorCensus page: https://advisorcensus.com/firm/scottsdale-wealth-advisory-llc-paradise-valley-az-285907

## Quick answers

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

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

**Is Scottsdale Wealth Advisory LLC registered with the SEC or a state?**
Scottsdale Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285907.

**How much does Scottsdale Wealth Advisory LLC manage?**
Scottsdale Wealth Advisory LLC reports $67,418,399 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Scottsdale Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (12).

**Does Scottsdale Wealth Advisory 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/285907

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $67,418,399
- Discretionary: $67,418,399
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $37,803,105 |
| High net worth individuals | 12 | $29,615,294 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [scottsdalewealthadvisory.com](https://scottsdalewealthadvisory.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scottsdale Wealth Advisory LLC (CRD 285907): Form ADV filing data as of October 2026.