Scottsdale Wealth Advisory LLC
Scottsdale Wealth Advisory LLC (CRD# 285907) is a financial advisory firm headquartered in Paradise Valley, AZ. They manage $51,528,176 in 257 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management52MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$200,499
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, IL, OH, TX
Financial Advisors at Scottsdale Wealth Advisory LLC
1
Brent Matthew (CRD# 4264117) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 22 years of experience in the finance industry.
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