$11.3M Total AUM
$11.3M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-26-2017
- Office Locations
- 1
Office Locations
-- Scottsdale AZ
About SCT Wealth Management, LLC
SCT Wealth Management is a Scottsdale, AZ fiduciary advisory firm focused on independent, transparent guidance. The team helps retail clients build and maintain comprehensive financial strategies, offering both portfolio management and analytics so clients can choose the level of ongoing implementation. Investment work emphasizes asset allocation using vehicles such as ETFs and mutual funds, with custody options including Charles Schwab.
Team overview
51 AVG AGE
$11.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN C TAI
Advisor, President
- CRD
- #2540569
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,307,758 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,307,758 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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