← Back to searchVisit website
WEALTH ENGINEERING, LLC
CRD 128549 · SEC 801-118948
7373 E. DOUBLETREE RANCH RD., SUITE 200, SCOTTSDALE, AZ, 85258, United States
Phone
480-296-2042
Fax
480-907-1742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.0M
Discretionary AUM
$171.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $12.4M |
| High net worth individuals | 36 | $158.5M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD