Scottsdale Wealth Advisory LLC

  • Financial Services
  • Paradise Valley AZ
  • 2 employees
  • Financial Services
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Company Overview

Headquarters
8501 N Scottsdale Rd, Paradise Valley AZ
Website
scottsdalewealthadvisory.com
Employees
2
Founded in
2016
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Scottsdale Wealth Advisory LLC

Scottsdale Wealth Advisory LLC is a state-registered investment advisor, located in Paradise Valley, Arizona. The company employs four individuals and has generated an annual revenue of $2.5 million. Scottsdale Wealth Advisory LLC specializes in providing asset management services to families and businesses in Scottsdale and surrounding communities. They offer customized investment strategies designed to meet both short-term and long-term financial goals. The company utilizes separately managed accounts to ensure full transparency for its clients. Focusing on client needs, Scottsdale Wealth Advisory LLC differentiates itself by offering creative financial solutions, combining financial and insurance products to help clients achieve financial independence. As a fiduciary, the company is legally bound to prioritize its clients' best interests. Interested parties can contact Scottsdale Wealth Advisory LLC at (480) 247-9090 or via email at [email protected].

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Company Name Revenue Number of Employees Location Founded in
3M 1 Scottsdale, AZ 2012
3M 6 Dallas, TX 2014
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FAQ

What is the location of Scottsdale Wealth Advisory LLC's headquarters?
The headquarters of Scottsdale Wealth Advisory LLC are situated at 8501 N Scottsdale Rd, Paradise Valley AZ
What is Scottsdale Wealth Advisory LLC's official website?
The official website of Scottsdale Wealth Advisory LLC can be found at scottsdalewealthadvisory.com.
What is Scottsdale Wealth Advisory LLC's current revenue?
As of August 2023, Scottsdale Wealth Advisory LLC's annual revenue reached $3B.
How many employees does Scottsdale Wealth Advisory LLC currently have?
Scottsdale Wealth Advisory LLC employs approximately 2+ people as of August 2023
Which industries is Scottsdale Wealth Advisory LLC primarily operating in?
Scottsdale Wealth Advisory LLC operates in the following industries: Finance, Credit
When was Scottsdale Wealth Advisory LLC founded?
Scottsdale Wealth Advisory LLC was founded in 2016.

Employee Directory

Key Employees

Brent Matthew

President

Phone Email

Bob Grossman

Financial Advisor

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Tori Ortiz

Customer Service Representative

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