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Wealth Engineering, LLC (Scottsdale)


Wealth Engineering, LLC is an adviser based in Scottsdale. It manages $68.39 million of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Arizona.

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Wealth Engineering provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Engineering: assets under management

The assets under management (AUM) of Wealth Engineering, LLC is $68.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 161% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $379.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Engineering, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Wealth Engineering, LLC performs its advisory services is located at 7337 E. Doubletree Ranch Rd., Scottsdale, AZ 85258, which is also the mailing address of the firm. An additional office of the firm is in Glendale, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-296-2042 or by fax 480-907-1742. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.wealth-engineering.com.


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