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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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