Scottsdale Wealth Planning, Inc.
Scottsdale Wealth Planning, Inc. is an SEC-registered ria in Scottsdale, AZ with $171.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Scottsdale Wealth Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169248, SEC 801-113207, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $171.5M (2026-03-20)
- Firm type
- Ria
- Location
- Scottsdale, AZ
- Employees
- 2
- Clients
- 79
- CRD
- 169248
- Ownership
- OHANIAN, PAUL, CHRISTOPHER
How much AUM does Scottsdale Wealth Planning, Inc. have?
Scottsdale Wealth Planning, Inc. reported $171.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Scottsdale Wealth Planning, Inc.?
Disclosed owners and executives of Scottsdale Wealth Planning, Inc. include OHANIAN, PAUL, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.