WEALTH ENGINEERING, LLC
CRD #128549 SEC #801-118948 SCOTTSDALE, AZ 480-296-2042
SEC Registered
Total AUM
$149.5M
Discretionary
$149.5M
Employees
1
Clients
26
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $149.5M | $149.5M | $0 | 1 | 0 |
| Mar 2025 | $149.5M | $149.5M | $0 | 1 | 0 |
| Feb 2024 | $146.1M | $146.1M | $0 | 1 | 0 |
| Feb 2023 | $131.5M | $131.5M | $0 | 1 | 0 |
| Jun 2022 | $152.1M | $152.1M | $0 | 1 | 0 |
| Mar 2022 | $152.1M | $152.1M | $0 | 1 | 0 |
| Feb 2021 | $128.4M | $128.4M | $0 | 1 | 0 |
| Jul 2020 | $106.4M | $106.4M | $0 | 1 | 0 |
| May 2020 | $106.4M | $106.4M | $0 | 1 | 0 |
| May 2020 | $106.4M | $106.4M | $0 | 1 | 0 |
| Mar 2012 | $68.4M | $68.4M | $0 | 1 | 26 |
| Aug 2011 | $64.2M | $64.2M | $0 | 5 | -- |
| Mar 2011 | $64.2M | $64.2M | $0 | 5 | -- |
| Feb 2011 | $63.7M | $63.7M | $0 | 5 | -- |
| Mar 2008 | $33.6M | $33.6M | $0 | 5 | -- |
| Mar 2007 | $26.3M | $26.3M | $0 | 5 | -- |
| Feb 2007 | $26.3M | $26.3M | $0 | 5 | -- |
DateSep 2025
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2025
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$152.1M
Discretionary$152.1M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$68.4M
Discretionary$68.4M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$64.2M
Discretionary$64.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--