← Back to searchVisit website
49TH PARALLEL WEALTH MANAGEMENT
49TH PARALLEL WEALTH MANAGEMENT, LLC
CRD 332829
9375 E. SHEA BLVD., SUITE 113D, SCOTTSDALE, AZ, 85260, United States
Phone
480-520-7770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$9.4M
Team
2 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION ASSISTANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.6M |
| High net worth individuals | 3 | $4.8M |
All web addresses on file
- https://www.youtube.com/@LucasWennersten/featured
- https://www.facebook.com/profile.php?id=61569377636962
- https://www.linkedin.com/in/lucas-wennersten-cfa-cfp%C2%AE-canada-cfp%C2%AE-u-s-a-5aa48147/
- https://49thparallelwealthmanagement.com/
- https://www.pinterest.com/49thPWM/
- https://www.instagram.com/49thparallelwealth/
Official SEC filing: View on IAPD