Scottsdale Wealth Planning, Inc.
● SEC registered since 2018CRD 169248SEC# 801-113207Scottsdale, AZ
Reg. AUM
$171.5M
Employees
2
Accounts
312
Location
Scottsdale, AZ
Scottsdale Wealth Planning, Inc. assets under management
Scottsdale Wealth Planning, Inc. is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2018. It reports $171.5 million in regulatory assets under management and employs 2 people.
Scottsdale Wealth Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Christopher Ohanian Control | Founder, Chief Compliance Officer, Chief Executive Officer | Over 75% | 2013 |
Frequently asked questions
How much does Scottsdale Wealth Planning, Inc. manage?
Scottsdale Wealth Planning, Inc. reports $171.5 million in regulatory assets under management on its Form ADV.
How many employees does Scottsdale Wealth Planning, Inc. have?
Scottsdale Wealth Planning, Inc. reports 2 employees.
Where is Scottsdale Wealth Planning, Inc. located?
Scottsdale Wealth Planning, Inc. is based in Scottsdale, AZ and has been SEC-registered since 2018.
Does Scottsdale Wealth Planning, Inc. disclose fund performance?
Scottsdale Wealth Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7033 E. Main Street, Suite 104, Scottsdale, AZ 85251 |
| Phone | (480) 550-8555 |
| Fax | (480) 550-9555 |
| Office hours | 8:00a.m. - 5:00p.m. Mst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$171.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$171.5Mregulatory AUM
Discretionary $171.5M