Scottsdale Wealth Advisory LLC

Arizona
Registered In
10/28/2016
Incorp. Date

Company Summary

Scottsdale Wealth Advisory LLC at 7047 E Greenway Pkwy STE 250, Scottsdale, Az 85254 lists Brent Matthew of Scottsdale, AZ as the associate.

Registered In
Arizona
Incorporation Date
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
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