WEALTH ENGINEERING, LLC
Total AUM
$171M
Employees
1Clients
56Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7373 E. DOUBLETREE RANCH RD.
SUITE 200
SCOTTSDALE
AZ 85258
United States
SUITE 200
SCOTTSDALE
AZ 85258
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
480-296-2042
Other Offices
1
Financials
Total AUM
$171M
Accounts
219Discretionary
$171M
Accounts
219Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
20AUM
$12.4M
HNW Individual Clients
36AUM
$158.5M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.