RIA · CRD 157800SEC-Registered

Updated:

Norris Wealth Management

NORRIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $19 million in regulatory assets.

Norris Wealth Management

NORRIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Norris Wealth Management?

Public records do not identify any named principals, executives, or investment professionals at Norris Wealth Management. The firm's RIA registration exists, but leadership names are not listed in accessible sources (public record).

Is Norris Wealth Management a single family office or a multi-client advisor?

The firm's structure is unclear. It is registered as an RIA, which can serve multiple clients, but its lack of public profile suggests it may operate for a single family or a small group of clients. No public statements confirm either model (public record).

What investment types does Norris Wealth Management focus on?

No public information describes the firm's asset-class focus, portfolio strategy, or deal preferences. The RIA designation covers traditional investment advisory services, but specifics are absent (public record).

Where is Norris Wealth Management located?

The firm's headquarters city and state are not publicly listed in a verifiable source. Its RIA registration indicates a US domicile, but no address is confirmed (public record).

Does Norris Wealth Management have any known philanthropic structures?

There is no public record of a foundation, donor-advised fund, or charitable vehicle associated with Norris Wealth Management (public record).

What is Norris Wealth Management's AUM?

Assets under management are not disclosed in any public filing or report. The firm's size is unknown (public record).

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