RIA Intel›Advisers›Arizona›SUN VALLEY ADVISORY, LLC

SUN VALLEY ADVISORY, LLC

Advisory

SCOTTSDALE, AZ

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in AZ

#307

of 387 advisers by AUM

Average account

$331K

across 240 accounts

AUM per adviser

$20M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$80M

Discretionary AUM$0

Non-Discretionary AUM$80M

Discretionary %0%

Total Clients240

Team

Total Employees4

Investment Advisers4

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.

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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

240 clients

30 high-net-worth

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

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