0001336488-23-000004.txt : 20231114
0001336488-23-000004.hdr.sgml : 20231114
20231114143356
ACCESSION NUMBER: 0001336488-23-000004
CONFORMED SUBMISSION TYPE: 13F-NT
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stoker Ostler Wealth Advisors, Inc.
CENTRAL INDEX KEY: 0001336488
IRS NUMBER: 860862232
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-NT
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11481
FILM NUMBER: 231404507
BUSINESS ADDRESS:
STREET 1: 4900 N. SCOTTSDALE RD
STREET 2: SUITE #2600
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85251
BUSINESS PHONE: 480-890-8088
MAIL ADDRESS:
STREET 1: 4900 N. SCOTTSDALE RD
STREET 2: SUITE #2600
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85251
FORMER COMPANY:
FORMER CONFORMED NAME: Stoker Ostler Wealth Advisors
DATE OF NAME CHANGE: 20071106
FORMER COMPANY:
FORMER CONFORMED NAME: Private Wealth Management, Inc.
DATE OF NAME CHANGE: 20050818
13F-NT
1
primary_doc.xml
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0001336488
XXXXXXXX
09-30-2023
09-30-2023
Stoker Ostler Wealth Advisors, Inc.
4900 N. SCOTTSDALE RD
SUITE #2600
SCOTTSDALE
AZ
85251
13F NOTICE
028-11481
0000927971
BANK OF MONTREAL /CAN/
N
Dean Folias
Senior Compliance Manager
3124616152
Dean Folias
Chicago
IL
11-14-2023