WEALTH ENGINEERING, LLC

7373 E. Doubletree Ranch Rd.
Suite 200
Scottsdale, Arizona 85258
Tel: 480-296-2042

About WEALTH ENGINEERING, LLC

WEALTH ENGINEERING, LLC, formally registered with the SEC as WEALTH ENGINEERING, LLC. The firm was established in 06/18/2020. They have over 2 offices throughout the country.

WEALTH ENGINEERING, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $149,494,689 assets under management, offering retirement planning & investment advisory services to 218 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128549
SEC#	801-118948
Assets Managed by Firm	$149,494,689
No. of Clients	218
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	218	$149,494,689
Individuals (other than high net worth individuals)	21	$12,751,197
High net worth individuals	35	$136,743,492

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