CRD: 318700
Suttle Crossland Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2022
- Office Locations
- 1
Office Locations
About Suttle Crossland Wealth Advisors, LLC
Suttle Crossland Wealth Advisors is a Scottsdale, AZ-based fee-only, fiduciary planning firm serving clients locally and nationwide virtually. The team delivers holistic financial planning and portfolio management with a tax-focused, no-commission approach, helping clients build, grow, and protect their plans. Client focus includes business owners, physicians, and retirees, with portfolios often implemented using diversified ETFs and mutual funds on custodians such as Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CURTIS JAMES CROSSLAND
Managing Member
- CRD
- #5972939
- Ownership
- 50% but less than 75%
DUSTIN GRAY SUTTLE
Co-Founder, Managing Member
- CRD
- #4607086
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,068,809 | $546,318 |
| Non-Discretionary | $0 | -- |
| Total | $101,068,809 | $546,318 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing