Arizona Wealth Strategies LLC

Overview

Arizona Wealth Strategies LLC is a small, fee-based investment adviser focused on discretionary portfolio management for individual and family clients, including small-business owners. The firm’s stated investment preference skews toward equities, with active use of exchange-traded instruments as the core building block of client portfolios. Management decisions appear driven by growth and market exposure via liquid equity markets rather than concentrated cash or fixed-income strategies, and the adviser does not identify as an ESG investor. Business activity centers on personalized portfolio management under a percentage-of-AUM fee model. The firm operates with a hands-on, discretionary mandate across its client base, which enables portfolio rebalancing and security selection without seeking client approval for each trade. Custody and execution flow through a major retail custodian relationship, which supports the firm’s emphasis on exchange-traded holdings and separately managed account structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices