SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 318700
- Registered since
- March 18, 2026
- Website
- www.suttlecrossland.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.72%
- Individuals10.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Suttle Crossland Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model blends AUM-based billing with hourly and fixed-fee engagements. The adviser does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Contacts
2 of 2CURTIS CROSSLAND
Co-FounderCRD 5972939
DUSTIN SUTTLE
Managing MemberCRD 4607086
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 20715 N Pima Rd
- Time zone
- MT (UTC-7)
- Office locations
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