|
⚲
|
| Wealth Engineering LLC
✚
| |
|---|---|
| CRD # | 128549 |
| SEC # | 801-118948 |
| CIK # | 0001518540 |
| AUM | $146.1 MM (2024-02-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 480-296-2042 |
| Address | 7373 E Doubletree Ranch Rd Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 16.1 |
| (b) Individuals (high net worth individuals) | 34 | 130.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 146.1 |
| By Discretionary | ||
| Discretionary | 229 | 146.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 229 | 146.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.1 | |
| Total | 229 | 146.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001518540] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.1 |
|
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Ladd Capital Management LLC
✚
|
CT | 0.1 |
|
FIG Financial Advisory Services Inc
✚
|
OK | 0.1 |
|
Quint Capital Corporation
✚
|
NY | 0.1 |
|
Bluestone Financial Advisors LLC
✚
|
MD | 0.1 |
|
Planning Works Advisory Inc
✚
|
TX | 0.1 |
|
Hudson Portfolio Management LLC
✚
|
NY | 0.1 |
|
CFS Cubic Financial Services Inc
✚
|
GA | 0.1 |
|
Somerset Group LLC
✚
|
MN | 0.1 |