0001336488-24-000002.txt : 20240502 0001336488-24-000002.hdr.sgml : 20240502 20240502102518 ACCESSION NUMBER: 0001336488-24-000002 CONFORMED SUBMISSION TYPE: 13F-NT PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 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: 24906079 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 false 0001336488 XXXXXXXX 03-31-2024 03-31-2024 Stoker Ostler Wealth Advisors, Inc.

4900 N. SCOTTSDALE RD SUITE #2600 SCOTTSDALE AZ 85251

13F NOTICE 028-11481 0000927971 BANK OF MONTREAL /CAN/ N Jeff Pruitt 612-258-2203 Jeff Pruitt Minneapolis MN 05-02-2024