{"url":"https://nivawealth.com/firms/suttle-crossland-wealth-advisors-318700","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318700","regulatoryAum":101068809,"crd":"318700","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5972939","suffix":null,"lastName":"CROSSLAND","firstName":"CURTIS","middleName":"JAMES"},{"crd":"4607086","suffix":null,"lastName":"SUTTLE","firstName":"DUSTIN","middleName":"GRAY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135579","legalName":"Suttle Crossland Wealth Advisors, LLC","displayName":"Suttle Crossland Wealth Advisors","slug":"suttle-crossland-wealth-advisors-318700","website":"https://suttlecrossland.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/318700/1e99016ceb4b5bf4-r1.webp","tone":"light","width":1095,"height":200,"sourceUrl":"https://www.suttlecrossland.com/","sourceLabel":"Suttle Crossland Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/suttlecrossland","xUrl":"https://twitter.com/SuttleCrossland","founded":null,"organization":"Arizona limited liability company","fiscalYearEnd":"December","headquarters":{"street":"20715 N Pima Road, Suite 108","city":"Scottsdale","state":"AZ","stateName":"Arizona","country":"United States","postalCode":"85255"},"tradeNames":["Suttle Crossland"],"registration":{"secApproved":"18 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1906958.6603773586,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":101068809,"discretionary":101068809,"discretionaryAccounts":185,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":13},"clientTypes":[{"label":"Individuals (other than HNW)","clients":23,"regulatoryAum":10391082},{"label":"High-net-worth individuals","clients":30,"regulatoryAum":90677727}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-12","documentName":"ADV PART 2A&2B","fee_rate_low":0.55,"fee_rate_high":0.55,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":2750},{"role":"other","program":"Hourly Financial Planning","summary":"Billed at $285 per hour, negotiable in certain cases, and due on completion of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"submittedOn":"2026-05-12","documentName":"ADV PART 2A&2B"},{"role":"other","program":"Ongoing Comprehensive Financial Planning","summary":"An upfront charge of up to $500, then $100 to $1,000 a month in arrears, depending on complexity; may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"submittedOn":"2026-05-12","documentName":"ADV PART 2A&2B"},{"role":"other","program":"Project-Based Financial Planning","summary":"Fixed fee of $400 to $12,000 depending on complexity, negotiable; half is due at the start of the work.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"submittedOn":"2026-05-12","documentName":"ADV PART 2A&2B"},{"role":"other","program":"Retirement Plan Consulting","summary":"Standard advisory fee of up to 0.50% of assets under advisement, paid in arrears; an initial plan consulting fee of $0 to $5,000 may apply.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"submittedOn":"2026-05-12","documentName":"ADV PART 2A&2B"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:10:27.672433+00:00","documents":[{"name":"ADV PART 2A&2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","versionId":1044824,"submittedOn":"2026-05-12"}]},"custodians":[{"name":"Vanguard Marketing Corporation","shortName":"Vanguard Marketing","location":"Malvern, PA","smaAssets":4923343},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":90677727},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":5467739}],"custodyNote":"Suttle Crossland Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Curtis Crossland","title":"Managing Member","crd":"5972939"},{"name":"Dustin Suttle","title":"CCO","crd":"4607086"}],"ownership":[{"label":"Dustin Suttle","detail":"Cco in the 50% to 75% ownership band and a control person, since November 2021."},{"label":"Curtis Crossland","detail":"Managing member in the 50% to 75% ownership band and a control person, since November 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":4,"addresses":[{"street":"20715 N Pima Road, Suite 108","city":"Scottsdale","headquarters":true},{"street":"14050 N 83rd Ave Ste 290","city":"Peoria"},{"street":"15331 W Bell RD Ste 212","city":"Surprise"},{"street":"1166 E Warner RD","city":"Gilbert"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"602-834-3905","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"12 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318700/PDF/318700.pdf","brochureDate":"12 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044824","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Suttle Crossland Wealth Advisors have?","answer":"Suttle Crossland Wealth Advisors has 53 clients and manages $101 million for them, as of May 2026. They include 30 high-net-worth individuals and 23 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Suttle Crossland Wealth Advisors offer?","answer":"Suttle Crossland Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Suttle Crossland Wealth Advisors charge?","answer":"Suttle Crossland Wealth Advisors charges 0.55% a year for its Wealth Management Services. The fee is billed in arrears, is negotiable and has a $2,750 annual minimum.","source":"ADV PART 2A&2B, filed 12 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Suttle Crossland Wealth Advisors use?","answer":"Suttle Crossland Wealth Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $90.7M, Charles Schwab & Co., Inc. (Omaha, NE), with $5.47M and Vanguard Marketing Corporation (Malvern, PA), with $4.92M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Suttle Crossland Wealth Advisors have?","answer":"Suttle Crossland Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Suttle Crossland Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Suttle Crossland Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Suttle Crossland Wealth Advisors?","answer":"Suttle Crossland Wealth Advisors’ direct owners are Dustin Suttle (50% to 75%) and Curtis Crossland (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Suttle Crossland Wealth Advisors get paid?","answer":"Suttle Crossland Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Suttle Crossland Wealth Advisors?","answer":"Suttle Crossland Wealth Advisors’ main office is at 20715 N Pima Road, Suite 108, Scottsdale, AZ 85255. Its phone number is 602-834-3905. Its website is suttlecrossland.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}