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NABERS WEALTH LLC

14362 N Frank Lloyd Wright Blvd
Suite 1000
Scottsdale, Arizona 85260
Tel: 480-401-1787

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About NABERS WEALTH LLC

NABERS WEALTH LLC, formally registered with the SEC as NABERS WEALTH LLC. The firm was established in 04/28/2023. They have over 1 offices throughout the country.

NABERS WEALTH LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $11,888,455 assets under management, offering retirement planning & investment advisory services to 91 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309846
SEC#801-127771
Assets Managed by Firm$11,888,455
No. of Clients91
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total91$11,888,455
Individuals (other than high net worth individuals)20$6,606,230
High net worth individuals5$5,282,225

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