WEALTH ENGINEERING, LLC
  • WEALTH ENGINEERING, LLC

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Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 06/18/2020
Other registrations (2)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 170,961,151 14%
of that, discretionary 170,961,151 14%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 780,645 14%
% High Net Worth 64.29% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

171M 147M 122M 98M 73M 49M 24M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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