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OCOTILLO WEALTH MANAGEMENT LLC
CRD 288438
5635 N. SCOTTSDALE RD., SUITE 170, SCOTTSDALE, AZ, 85250, United States
Phone
480-729-6281
Fax
480-452-0205
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$15.9M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD