Scottsdale Wealth Advisory, LLC
California
Registered In
07/25/2017
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Scottsdale Wealth Advisory, LLC at 1267 Willis ST STE 200, Redding, Ca 96001 lists Brent Matthew of P, AZ as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Arizona
- Company Type
- Limited Liability Company - Out of State
- Status
- Forfeited - Ftb
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Registered Agents Inc
Registered 1505 Agent
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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Brent Matthew
CEO
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8501 N SCOTTSDALE RD STE 205, P, AZ 85253
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Brent Matthew
Manager
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8501 N SCOTTSDALE RD STE 205, PARADISE VALLEY, AZ 85253
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1267 WILLIS ST STE 200, REDDING, CA 96001
View Map
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8501 N SCOTTSDALE RD STE 205, PARADISE VALLEY, AZ 85253
(Mailing)
View Map
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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:
California Secretary of State U.S. Department of Labor
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