Overview
Assets Under Management: $101 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 30
Average Client Assets: $3.0 million
Frequently Asked Questions
SUTTLE CROSSLAND WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318700), SUTTLE CROSSLAND WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SUTTLE CROSSLAND WEALTH ADVISORS, LLC is headquartered in SCOTTSDALE, AZ.
SUTTLE CROSSLAND WEALTH ADVISORS, LLC serves 30 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SUTTLE CROSSLAND WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SUTTLE CROSSLAND WEALTH ADVISORS, LLC manages $101 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SUTTLE CROSSLAND WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.72%
Average Client Assets: $3.0 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 318700
Filing ID: 2082216
Last Filing Date: 2026-03-26 17:29:40