SCOTTSDALE WEALTH PLANNING, INC.
CRD #169248 SEC #801-113207 SCOTTSDALE, AZ (480) 550-8555
SEC Registered
Total AUM
$151.3M
Discretionary
$151.3M
Employees
1
Clients
1
Accounts
331
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $151.3M | $151.3M | $0 | 1 | 0 |
| Jul 2025 | $151.3M | $151.3M | $0 | 1 | 0 |
| Mar 2025 | $151.3M | $151.3M | $0 | 1 | 0 |
| Mar 2024 | $138.4M | $138.4M | $0 | 1 | 0 |
| Jul 2023 | $102.4M | $102.4M | $0 | 1 | 0 |
| Mar 2023 | $102.4M | $102.4M | $0 | 1 | 0 |
| Mar 2022 | $153.3M | $153.3M | $0 | 2 | 0 |
| Jan 2022 | $125.1M | $125.1M | $0 | 2 | 0 |
| Nov 2021 | $125.1M | $125.1M | $0 | 2 | 0 |
| Mar 2021 | $125.1M | $125.1M | $0 | 2 | 0 |
| Jun 2020 | $118.6M | $118.6M | $0 | 3 | 0 |
| Apr 2020 | $118.6M | $118.6M | $0 | 3 | 0 |
| Mar 2020 | $118.6M | $118.6M | $0 | 3 | 0 |
| Mar 2020 | $118.6M | $118.6M | $0 | 3 | 0 |
| Feb 2019 | $97.3M | $97.3M | $0 | 2 | 0 |
| Nov 2018 | $103.2M | $103.2M | $0 | 2 | 0 |
| May 2018 | $103.2M | $103.2M | $0 | 2 | 0 |
| Apr 2018 | $103.2M | $103.2M | $0 | 2 | 0 |
DateNov 2025
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees1
Clients0
DateJul 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$153.3M
Discretionary$153.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2021
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0