# Suttle Crossland Wealth Advisors, LLC

> Suttle Crossland Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 318700
- Filed as: SUTTLE CROSSLAND WEALTH ADVISORS, LLC
- Also doing business as: SUTTLE CROSSLAND
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318700
- AdvisorCensus page: https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700

## Quick answers

**How is Suttle Crossland Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Suttle Crossland Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Suttle Crossland Wealth Advisors, LLC located?**
Suttle Crossland Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Suttle Crossland Wealth Advisors, LLC registered with the SEC or a state?**
Suttle Crossland Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318700.

**How much does Suttle Crossland Wealth Advisors, LLC manage?**
Suttle Crossland Wealth Advisors, LLC reports $101,068,809 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does Suttle Crossland Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (23).

**Which custodians does Suttle Crossland Wealth Advisors, LLC use?**
Suttle Crossland Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Suttle Crossland 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 SEC record: https://adviserinfo.sec.gov/firm/summary/318700

**Does Suttle Crossland Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 12, 2026 says: "Our minimum account size requirement is $100,000, which may be waived at the firm’s discretion."

**What changed in Suttle Crossland Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 12, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our minimum account size requirement is $100,000, which may be waived at the firm’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.
- Vanguard Marketing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,068,809
- Discretionary: $101,068,809
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $10,391,082 |
| High net worth individuals | 30 | $90,677,727 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Gilbert, AZ
- Peoria, AZ
- Surprise, AZ

### Websites listed on Form ADV (Item 1.I)
- [suttlecrossland.com](https://suttlecrossland.com)
- Facebook @SuttleCrossland
- LinkedIn @suttlecrossland
- X @SuttleCrossland

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Suttle Crossland Wealth Advisors, LLC (CRD 318700): Form ADV filing data as of October 2026.