Norris Wealth Management, LLC

Norris Wealth Management, LLC (CRD# 157800) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $19,030,402 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 14045, Scottsdale, AZ 85267
https://www.linkedin.com/in/alan-norris
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $559,718
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Norris Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Norris, financial advisor Phoenix AZ
Alan L. Norris
CRD#: 1786901
Phoenix, AZ

Alan Norris (CRD# 1786901) is an Investment Advisor Representative working at Norris Wealth Management, LLC in Phoenix, AZ and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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