RIA Intel›Advisers›Arizona›BUSINE LLC

BUSINE LLC

Advisory

SCOTTSDALE, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in AZ
#313
of 387 advisers by AUM
Average account
$255K
across 299 accounts
AUM per adviser
$76M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$76M
Discretionary %
84.2%
Clients
58
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$76M
Discretionary AUM$64M
Non-Discretionary AUM$12M
Discretionary %84.2%
Total Clients58
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

SBC INVESTMENT MANAGEMENT, LLC
SCOTTSDALE, AZ
$76M
FISCHER INVESTMENT ADVISORS INC
SCOTTSDALE, AZ
$77M
+12.1% 1Y
BASELINE PARTNERS LLC
MESA, AZ
$75M
+14.7% 1Y
TUSHAUS GROUP LLC
SCOTTSDALE, AZ
$75M
WINDOW ROCK CAPITAL PARTNERS LLC
GILBERT, AZ
$77M
-57.7% 1Y
OBJECTIVE WEALTH, LLC
$77M

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