Scottsdale Wealth Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 20, 2026, reports $172M in regulatory assets under management, 2 employees, and 312 accounts.
Assets Under Management
$172M
Employees
2
Offices
--
Total Clients
79
Primary office
SCOTTSDALE, AZ
7033 E. MAIN STREET, SUITE 104, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.4% of total clients.
Top client categories% of clientsClients
1
HNWI
54.4%
43
2
Individuals
45.6%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 20, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$172M
Total Accounts312
10Y AUM Change+$68M (+66.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.