Wealth Engineering, LLC
● SEC registered since 2020CRD 128549SEC# 801-118948Scottsdale, AZ
Reg. AUM
$171M
Employees
1
Accounts
219
Location
Scottsdale, AZ
Wealth Engineering, LLC assets under management
Wealth Engineering, LLC is an investment advisory firm registered with the SEC based in Scottsdale, AZ. The firm has been registered since 2020. It reports $171 million in regulatory assets under management and employs 1 people.
Wealth Engineering, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Fernandez Control | Managing Member/Cco | Over 75% | 2003 |
Frequently asked questions
How much does Wealth Engineering, LLC manage?
Wealth Engineering, LLC reports $171 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Engineering, LLC have?
Wealth Engineering, LLC reports 1 employees.
Where is Wealth Engineering, LLC located?
Wealth Engineering, LLC is based in Scottsdale, AZ and has been SEC-registered since 2020.
Does Wealth Engineering, LLC disclose fund performance?
Wealth Engineering, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7373 E. Doubletree Ranch Rd., Suite 200, Scottsdale, AZ 85258 |
| Phone | 480-296-2042 |
| Fax | 480-907-1742 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$171Mregulatory AUM
Discretionary $171M