SCOTTSDALE WEALTH ADVISORY LLC

Overview

Scottsdale Wealth Advisory LLC is an independent registered investment adviser focused on serving individuals and families with fee-based financial planning and portfolio management. The firm combines discretionary portfolio management for individuals and small businesses with pension consulting services and also operates as an insurance broker. Fee arrangements include both a percentage-of-assets model and fixed fees, and the adviser does not position itself as a capital allocator or an ESG-focused manager. Investment activity centers on publicly traded equity exposure as the primary building block of client portfolios, supplemented by mutual funds and targeted alternative exposures. The firm favors liquid, exchange-traded instruments for core equity allocation while using third‑party managers for non-public strategies such as real estate and commodity-related investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices