# Scottsdale Wealth Planning

Scottsdale Wealth Planning is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** scottsdalewealthplanning.com
- **LinkedIn:** https://linkedin.com/company/scottsdale-wealth-planning

## Regulatory record

- **CRD number:** 169248
- **SEC file number:** 801-113207
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169248

## About

The firm was founded in 2003 in Scottsdale, Arizona, and remains anchored locally. Its public-facing materials identify the core client base as retirees, divorcees, widows, and professionals — a posture that ties its identity to lifecycle-driven wealth advisory rather than institutional asset management. Scottsdale Wealth Planning delivers financial planning and investment management but does not disclose a distinct asset-class allocation, stage coverage, or fund-structure posture on its website. Without published portfolio-company names, co-investor rosters, or geographic deployment breakdowns, the observable strategy is limited to the advisory services it markets directly to individual clients. Team size, total assets under advisement, and additional office locations are not publicly stated. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or peer networks — appear in the firm’s own materials or other primary sources. The firm maintains social media presences on Facebook, Instagram, LinkedIn, and YouTube, though these channels do not surface operational milestones. What distinguishes Scottsdale Wealth Planning structurally is not a hybrid fund architecture or a co-investor club. Rather, its model appears deliberately narrow — a single-office practice serving a specific set of life-transition demographics without the multi-office, multi-family-office, or platform-consolidation ambitions common among Arizona wealth managers.

## Questions

### Who runs investment decisions at Scottsdale Wealth Planning?

The firm's website and public filings do not name individual principals, a portfolio manager, or a chief investment officer. Without a named investment lead, allocators cannot immediately identify the decision-maker for the firm's advisory and investment management functions.

### Does the firm disclose assets under management or assets under advisement?

No public AUM or AUA figure is available from Scottsdale Wealth Planning's website or from other primary sources. The firm does not publish a number, and no named publication has reported a figure. For now, the scale remains undisclosed.

### What investment stages or asset classes does Scottsdale Wealth Planning typically target?

The firm has not published an asset-class breakdown, stage coverage, or explicit public-markets versus private-markets posture on its website. Its materials reference investment management and financial planning predominantly in the context of retirement, divorce, widowhood, and professional-client transitions.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/scottsdale-wealth-planning

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