Adviser Profile

As of Date 05/05/2021
Registration status Registration Changed to NABERS WEALTH LLC
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
AUM* 4,845,627
of that, discretionary 4,845,627
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 230,744
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

5M 4M 3M 3M 2M 1M 692K
2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary