RIA Intel›Advisers›Arizona›ARIZONA WEALTH STRATEGIES LLC

ARIZONA WEALTH STRATEGIES LLC

Advisory

AZ

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$914K

across 21 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

21 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

NORRIS WEALTH MANAGEMENT, LLC

$19M

ARETE FINANCIAL SOLUTIONS, LLC

$19M

COX ADVISORS, LLC

$20M

TAYLOR FRIGON FAMILY OFFICE, LLC

$20M

NORTHROCK INVESTMENTS, PLLC

$20M

SELEZNOV CAPITAL ADVISORS LLC

$20M

Get the full picture on ARIZONA WEALTH STRATEGIES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ARIZONA WEALTH STRATEGIES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans