Wealth Engineering, LLC

Wealth Engineering, LLC (CRD# 128549) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $146,137,391 in 229 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7373 E. Doubletree Ranch Rd., Suite 200, Scottsdale, AZ 85258
http://www.wealth-engineering.com
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $638,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Wealth Engineering, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Fernandez, financial advisor Scottsdale AZ
David J. Fernandez
CRD#: 2718232
7373 E. Doubletree Ranch Rd., Suite 200, Scottsdale, AZ 85258

David Fernandez (CRD# 2718232) is an Investment Advisor Representative working at Wealth Engineering, LLC in Scottsdale, AZ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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