RIA Intel›Advisers›Arizona›OCOTILLO WEALTH MANAGEMENT LLC

OCOTILLO WEALTH MANAGEMENT LLC

Advisory

SCOTTSDALE, AZ

Data as of Feb 4, 2026 · Source: SEC Form ADV

Average account
$379K
across 42 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
38
Employees
2

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$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients38
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

WEALTHX ADVISORS LLC
$16M
JRJ MANAGEMENT, L.L.C.
SCOTTSDALE, AZ
$16M
+7.6% 1Y
ING QUANTITATIVE MANAGEMENT, INC.
SCOTTSDALE, AZ
$16M
-94.4% 1Y
FIVE PEAKS FINANCIAL CONSULTING, INC.
$16M
MCCAULEY INVESTMENT ADVISORY, LLC
$16M
LIFE MOVES WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ
$15M

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