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Building 2SCOTTSDALE WEALTH PLANNING, INC.

Map pinSCOTTSDALE, AZ
Phone(480) 550-8555
NotebookSEC #801-113207
Total AUM
$171.5M
Employees
2
Clients
79

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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