Northsight Wealth Management

Northsight Wealth Management (CRD# 284295) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $43,856,986 in 217 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20715 N Pima Rd, Suite 108, Scottsdale, AZ 85255
https://www.facebook.com/northsightwealth/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $202,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, PR, TX

Financial Advisors at Northsight Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Pablo Oliva, financial advisor Scottsdale AZ
Pablo J. Oliva
CRD#: 6164105
20715 N Pima Rd, Suite 108, Scottsdale, AZ 85255

Pablo Oliva (CRD# 6164105) is an Investment Advisor Representative working at Northsight Wealth Management in Scottsdale, AZ and has over 10 years of experience in the finance industry.

2
Matthew Vian, financial advisor Scottsdale AZ
Matthew G. Vian
CRD#: 6332032
20715 N Pima Rd, Suite 108, Scottsdale, AZ 85255

Matthew Vian (CRD# 6332032) is an Investment Advisor Representative working at Northsight Wealth Management in Scottsdale, AZ and has over 9 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals