CRD: 169248
Scottsdale Wealth Planning, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-21-2014
- Office Locations
- 1
Office Locations
About Scottsdale Wealth Planning, Inc.
Scottsdale Wealth Planning is a Scottsdale, AZ-based RIA providing customized financial planning, retirement/wealth planning, and investment management for entrepreneurs, pre-retirees, and families nationwide. Founder Paul Ohanian, a former CPA and fiduciary, personally leads complex planning across taxes, 401(k)s, insurance, and estate coordination, implementing portfolios that commonly use ETFs and mutual funds, with custody at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL CHRISTOPHER OHANIAN
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #1403229
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RACHAEL LOUISE MARJORY HODYNO
Investment Advisor Representative
- CRD
- #6841577
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,508,301 | $549,706 |
| Non-Discretionary | $0 | -- |
| Total | $171,508,301 | $549,706 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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