Scottsdale Wealth Advisory LLC

Overview

Scottsdale Wealth Advisory LLC is an independent, individual-owned RIA organized as an LLC that serves primarily individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and also offers pension consulting for small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. Scottsdale Wealth Advisory does not present itself as a multi-state adviser or an ESG-focused manager, and it does not operate as an in-house capital allocator; instead it relies on external managers for alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives