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WEALTH ENGINEERING, LLC
WEALTH ENGINEERING, LLC
SCOTTSDALE, Arizona
·
1 registered advisor
·
CRD# 128549
SEC# 801-118948
1
480-296-2042
01
Firm Overview
AUM
$146M
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 WEALTH ENGINEERING, LLC
1 registered advisor
David John Fernandez
SCOTTSDALE, Arizona
CRD# 2718232
05
Office Locations
SCOTTSDALE, Arizona
1 advisor
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Data sourced from SEC Form ADV filings. WEALTH ENGINEERING, LLC (CRD# 128549) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.