Suttle Crossland Wealth Advisors, LLC

Overview

Headquarters

Scottsdale, AZ

Total Firm Assets

$101 million

Average High-Net-Worth Client Portfolio Size

$3.0 million

Stated Minimum Account Size

$100,000

Fee Disclosure

Source: ADV PART 2A&2B (2026-05-12) · View brochure text

Stated Minimum Annual Fee: $2,750

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

89.72%

Number of High-Net-Worth Clients

30

Total Client Accounts

185

Discretionary Accounts

185

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number

318700

• ADV PART 2A&2B (2026-05-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions