Wealth Engineering
30yrs
Top 14% by experience in Arizona
About the firm
A registered investment advisory firm based in Scottsdale, Arizona. It manages about $171 million for roughly 56 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$3.05 million
Assets under management ?$171 million
Individual clients56
Median years of experience30
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Wealth Engineering
1Advisors
30Median years of experience
1States with offices
1Offices
Also known as
About Wealth Engineering
How do I contact Wealth Engineering?
Call the main office at 480-296-2042. The main office is at 7373 E. Doubletree Ranch Rd. Suite 200, Scottsdale, AZ 85258.
How is Wealth Engineering paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealth Engineering offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Wealth Engineering?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.