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
By the Numbers
-
Total Assets Under Management146MILLION
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Total Number of Accounts229ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Wealth Engineering, LLC
1
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.
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