Stoker Ostler Wealth Advisors, Inc.

SCOTTSDALE, AZ · CIK 1336488 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 1997 · corporation

Assets managed$3.7bn
Staff30 · 12 in investment roles
Main clients (by assets)High net worth individuals 90%, Individuals 9%
Websitestokerostler.com
Form ADV · 2026-07-16SEC adviser record

Kindhedge funds, private equity, venture, real estate, structured credit, wealth, bank or insurer
Others nearbyToronto, Chicago, IL, Scottsdale, AZ, New York, NY, Vancouver, Montréal
FamilyBANK OF MONTREAL /CAN/ · 10 related pages · largest: BANK OF MONTREAL /CAN/

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Scottsdale, AZ (main office)United States	United States	about 9
Cottonwood Heights, UTUnited States	United States	3

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.