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Wealth Engineering, LLC

● SEC registered since 2020CRD 128549SEC# 801-118948Scottsdale, AZ
Export (members)
Reg. AUM
$149.5M
Employees
1
Accounts
218
Location
Scottsdale, AZ

Wealth Engineering, LLC assets under management

Wealth Engineering, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2020. It reports $149.5 million in regulatory assets under management and employs 1 people.
www.wealth-engineering.comView on SEC.gov ↗

Wealth Engineering, LLC owners & executives

1 reported
NameTitleOwnershipSince
David John Fernandez ControlManaging Member/CcoOver 75%2003

Frequently asked questions

How much does Wealth Engineering, LLC manage?

Wealth Engineering, LLC reports $149.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Engineering, LLC have?

Wealth Engineering, LLC reports 1 employees.

Where is Wealth Engineering, LLC located?

Wealth Engineering, LLC is based in Scottsdale, AZ and has been SEC-registered since 2020.

Does Wealth Engineering, LLC disclose fund performance?

Wealth Engineering, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7373 E. Doubletree Ranch Rd., Suite 200, Scottsdale, AZ 85258
Phone480-296-2042
Fax480-907-1742
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.5M
Non-discretionary$0
Total (RAUM)$149.5M