Scottsdale Wealth Advisory LLC

Registered In: Arizona
Incorporation Date: 10/28/2016
Registration Type: Domestic
Company Type: Domestic Llc
Status: Active
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Brent Matthew Registered Agent	7047 E GREENWAY PKWY STE 250, SCOTTSDALE, AZ 85254
Brent Matthew Member	7047 E GREENWAY PKWY STE 250, SCOTTSDALE, AZ 85254

7047 E GREENWAY PKWY STE 250, SCOTTSDALE, AZ 85254 View Map

Financial Information for Scottsdale Wealth Advisory LLC

Form 5500

SCOTTSDALE WEALTH ADVISORY LLC

8501 N Scottsdale Rd 205, Paradise Valley, Az 85253 (480) 247-9090 EIN:81-4417997 Plan Admin:Brent Matthew

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSCOTTSDALE WEALTH ADVISORY LLC Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$16,088 / $25,132	2023	SCOTTSDALE WEALTH ADVISORY LLC - Plan #001	5 / 6	$16,088 / $25,132
2022	Plan NameSCOTTSDALE WEALTH ADVISORY LLC Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$27,933 / $16,088	2022	SCOTTSDALE WEALTH ADVISORY LLC - Plan #001	3 / 5	$27,933 / $16,088
2021	Plan NameSCOTTSDALE WEALTH ADVISORY LLC Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$135 / $27,933	2021	SCOTTSDALE WEALTH ADVISORY LLC - Plan #001	3 / 3	$135 / $27,933
2020	Plan NameSCOTTSDALE WEALTH ADVISORY LLC Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$0 / $135	2020	SCOTTSDALE WEALTH ADVISORY LLC - Plan #001	3 / 3	$0 / $135

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

Arizona Corporation Commission U.S. Department of Labor

Scottsdale Wealth Advisory LLC

Company Summary

Financial Information for Scottsdale Wealth Advisory LLC

SCOTTSDALE WEALTH ADVISORY LLC