Sign in Sign up for free

North Scottsdale Wealth Advisors, LLC (Scottsdale)


North Scottsdale Wealth Advisors, LLC is an adviser based in Scottsdale. It manages $46.38 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2016.

Logo

North Scottsdale Wealth Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Scottsdale Wealth Advisors: assets under management

The assets under management (AUM) of North Scottsdale Wealth Advisors, LLC is $46.38 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $46.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay North Scottsdale Wealth Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where North Scottsdale Wealth Advisors, LLC performs its advisory services is located at 21803 North Scottsdale Road, Scottsdale, AZ 85255, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480 699 2545 or by fax 480 699 2445. The normal business hours are by appointment only on Other. You can find more information about the New York firm at nswadvs.com.


Registered investment advisers similar to North Scottsdale Wealth Advisors, LLC