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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2014
- Office Locations
- 1
Office Locations
About Busine Wealth
BUSINE WEALTH is a Scottsdale, AZ independent RIA led by CFP Ian Tinker (20+ years). The firm focuses on financial planning and ongoing portfolio implementation, emphasizing clear communication and decision-driven guidance that connects money to daily life. Client work often centers on entrepreneurs and families, with planning across tax, estate, insurance, charitable giving and business succession. Portfolios commonly use ETF/index-based asset allocation, with custody at Schwab.
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Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
IAN ALEC TINKER
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5216621
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,171,952 | -- |
| Non-Discretionary | $12,012,699 | -- |
| Total | $76,184,651 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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