Adviser Profile

As of Date 05/04/2025
Registration status Registration Changed to NABERS WEALTH LLC
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 21,755,863 83%
of that, discretionary 21,755,863 83%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 215,405 65%
% High Net Worth 20.00%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- 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

22M 19M 16M 12M 9M 6M 3M
2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary