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SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE, AZ · CRD 169248 · IAPD ↗ · (480) 550-8555

$171.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2024 — SCOTTSDALE WEALTH PLANNING, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — SCOTTSDALE WEALTH PLANNING, INC. reported RAUM up 35% ($102.4M -> $138.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.