NORTH SCOTTSDALE WEALTH ADVISORS, LLC

Overview

North Scottsdale Wealth Advisors, LLC is a fee-based wealth manager that runs discretionary portfolios for individual and family clients, along with small-business relationships. The firm charges a percentage-of-AUM fee and structures client relationships primarily through separately managed accounts and pooled third‑party funds. Its stated allocation preference is equities, with a bias toward liquid, exchange‑traded instruments for core exposure rather than niche, illiquid strategies. The firm is not positioned as a capital allocator or pension consultant, does not self-identify as an active ESG investor, and focuses its business on portfolio management for individual and family clients rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices