CRD: 285907
Scottsdale Wealth Advisory LLC
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2016
- Office Locations
- 1
Office Locations
About Scottsdale Wealth Advisory LLC
Scottsdale Wealth Advisory is an independent fiduciary firm in the Scottsdale/Paradise Valley, AZ area serving pre-retirees and retirees. It provides personalized wealth management with retirement income planning (including annuities), portfolio management, proactive tax planning, estate planning coordination, and Social Security optimization. Its proprietary Financial GPS Program aligns income, investments, taxes, healthcare, and legacy planning to help clients build reliable lifetime income while managing market risk.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
BRENT MATTHEW
Chief Compliance Officer, Managing Member, President
- CRD
- #4264117
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,418,399 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,418,399 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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