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  2. Scottsdale Wealth Advisory LLC

Filings through Oct 24, 2026.

Scottsdale Wealth Advisory LLC

EIN 81-4417997-financial services-Latest filing 2025
Plans
1
Retirement
1
$74K assets
Health & Benefits
0
Participants
5
8501 N SCOTTSDALE RD 205 - PARADISE VALLEY, AZ 85253480-247-9090scottsdalewealthadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$74K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SCOTTSDALE WEALTH ADVISORY LLC

401(k)

Assets$74K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SCOTTSDALE WEALTH ADVISORY LLC401(k)$74K52025
  • SCOTTSDALE WEALTH ADVISORY LLC$74K
    #001 · 401(k) · 20255
Retirement plans
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