RIA Intel›Advisers›Arizona›NORRIS WEALTH MANAGEMENT, LLC

NORRIS WEALTH MANAGEMENT, LLC

Advisory

AZ

Data as of Jul 7, 2023 · Source: SEC Form ADV

Average account

$560K

across 34 accounts

AUM per adviser

$19M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 7, 2023.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

34 clients

5 high-net-worth

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

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Advisers of similar size in AZ

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

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CASTANEDA FINANCIAL MANAGEMENT LLC

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TAYLOR FRIGON FAMILY OFFICE, LLC

$20M

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