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BONNEMA WEALTH MANAGEMENT LLC
BONNEMA WEALTH MANAGEMENT LLC
SCOTTSDALE, Arizona
·
1 registered advisor
·
CRD# 173526
SEC# 801-80710
480-206-5081
01
Firm Overview
AUM
$88M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BONNEMA WEALTH MANAGEMENT LLC
1 registered advisor
Joel Allen Bonnema
SCOTTSDALE, Arizona
CRD# 2069947
05
Office Locations
SCOTTSDALE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. BONNEMA WEALTH MANAGEMENT LLC (CRD# 173526) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.