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BONNEMA WEALTH MANAGEMENT LLC
CRD 173526 · SEC 801-80710
7373 E. DOUBLETREE RANCH RD., #200, SCOTTSDALE, AZ, 85258, United States
Phone
480-206-5081
Fax
480-378-2882
Registration
— (—)
Source
State registered
Total AUM
$109.2M
Discretionary AUM
$109.2M
Team
1 total employees; 1 advisory reps; 56 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $109.2M |
All web addresses on file
Official SEC filing: View on IAPD