North Scottsdale Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$63,109,306
Total clients
59
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
59
Average account size
$1,069,649
About
The firm provides discretionary asset management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and various business entities. It delivers these services exclusively through a wrap fee program and manages approximately $63 million on a discretionary basis across its client relationships.
Its investment process combines fixed-income techniques — including laddered bond portfolios and proactive term-structure management — with global all‑capital equity strategies, ETFs, REITs, and preferred securities. The firm draws on fundamental, quantitative, cyclical and technical analyses and manages accounts on an individualized basis within the wrap program, permitting reasonable client-imposed restrictions where practicable.
A distinctive feature is that the firm offers only wrap fee accounts and functions as a wrap program sponsor, a structure that is relatively uncommon among independent advisers. The firm also maintains conservative cash management practices (such as holding partial cash balances in money market accounts for operational needs), does not engage in commission-based securities sales, and leverages institutional custody and support services to facilitate trading and back-office functions.
Client services
Fee options
Up to 1.00% annually, billed quarterly in advance on a pro-rata basis, negotiable
Main office location
North Scottsdale Wealth Advisors, LLC
10045 East Dynamite Boulevard, Suite F225
Scottsdale AZ 85262, United States
Number of offices
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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