Wealth Engineering, LLC
Wealth Engineering, LLC is an SEC-registered ria in Scottsdale, AZ with $171.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Wealth Engineering, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128549, SEC 801-118948, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $171.0M (2026-02-24)
- Firm type
- Ria
- Location
- Scottsdale, AZ
- Employees
- 1
- Clients
- 56
- CRD
- 128549
- Ownership
- FERNANDEZ, DAVID, JOHN
How much AUM does Wealth Engineering, LLC have?
Wealth Engineering, LLC reported $171.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Wealth Engineering, LLC?
Disclosed owners and executives of Wealth Engineering, LLC include FERNANDEZ, DAVID, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.