Wealth Management Solutions

CRD 127517 · Scottsdale, AZ · $172.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 127517
SEC number: 801-122994
Firm type: RIA
Assets under management: $172.6M as of May 14, 2026
Website: www.findyourindependentadvisor.com/FindAdvisor ↗
Phone: 480-609-4334
Address: 8550 E. Shea Boulevard, Suite 130, Scottsdale, AZ, 85260

Advisors at this firm

1 in our index · page 1 of 1

David Scott RosenthalCRD 2680280 · Scottsdale, AZ

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 127517 ↗ FINRA BrokerCheck record for firm CRD 127517 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.