0001336488-24-000001.txt : 20240209
0001336488-24-000001.hdr.sgml : 20240209
20240209112938
ACCESSION NUMBER: 0001336488-24-000001
CONFORMED SUBMISSION TYPE: 13F-NT
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240209
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Stoker Ostler Wealth Advisors, Inc.
CENTRAL INDEX KEY: 0001336488
ORGANIZATION NAME:
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: 24613114
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
X0202
13F-NT
LIVE
false
true
true
0001336488
XXXXXXXX
12-31-2023
12-31-2023
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
Sr. Compliance Manager
312-461-6152
Dean Folias
Chicago
IL
02-09-2024