Scottsdale Wealth Advisory LLC

Overview

Scottsdale Wealth Advisory LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, combining fee-based financial planning and portfolio management with insurance brokerage services. Its advisory offerings also include pension consulting and portfolio services tailored to individuals and small businesses. Compensation is a mix of percentage-of-assets-under-management and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state or capital-allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices