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Scottsdale Wealth Planning, Inc.

● SEC registered since 2018CRD 169248SEC# 801-113207Scottsdale, AZ
Export (members)
Reg. AUM
$151.3M
Employees
1
Accounts
331
Location
Scottsdale, AZ

Scottsdale Wealth Planning, Inc. assets under management

Scottsdale Wealth Planning, Inc. is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2018. It reports $151.3 million in regulatory assets under management and employs 1 people.
www.youtube.com/channel/ucp2z73cyqcyqfd5iktjgnaq/featured?view_as=subscriberView on SEC.gov ↗

Scottsdale Wealth Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Paul Christopher Ohanian ControlFounder, Chief Compliance Officer, Chief Executive OfficerOver 75%2013

Frequently asked questions

How much does Scottsdale Wealth Planning, Inc. manage?

Scottsdale Wealth Planning, Inc. reports $151.3 million in regulatory assets under management on its Form ADV.

How many employees does Scottsdale Wealth Planning, Inc. have?

Scottsdale Wealth Planning, Inc. reports 1 employees.

Where is Scottsdale Wealth Planning, Inc. located?

Scottsdale Wealth Planning, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2018.

Does Scottsdale Wealth Planning, Inc. disclose fund performance?

Scottsdale Wealth Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7033 E. Main Street, Suite 104, Scottsdale, AZ 85251
Phone(480) 550-8555
Fax(480) 550-9555
Office hours8:00a.m. - 5:00p.m. Mst
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$151.3M
Non-discretionary$0
Total (RAUM)$151.3M