Scottsdale Wealth Advisory LLC

Scottsdale Wealth Advisory LLC (CRD# 285907) is a financial advisory firm headquartered in Paradise Valley, AZ. They manage $51,528,176 in 257 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ 85253
https://www.scottsdalewealthadvisory.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $200,499
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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, CO, IL, OH, TX

Financial Advisors at Scottsdale Wealth Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Lepore, financial advisor Paradise Valley AZ
Kenneth Lepore
CRD#: 1356913
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ 85253

Kenneth Lepore (CRD# 1356913) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 10 years of experience in the finance industry.

2
Brent Matthew, financial advisor Paradise Valley AZ
Brent Matthew
CRD#: 4264117
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ 85253

Brent Matthew (CRD# 4264117) is an Investment Advisor Representative working at Scottsdale Wealth Advisory LLC in Paradise Valley, AZ and has over 22 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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