RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 18, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMEMBERE Control
FERNANDEZ, DAVID, JOHNICHIEF COMPLIANCE OFFICERE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control
FERNANDEZ, DAVID, JOHNIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Sep 18, 2025 REGISTERED

Notice Filings (3)

AZ CA TX

Address

7373 E. DOUBLETREE RANCH RD.
SUITE 200
SCOTTSDALE, AZ 85258
United States
Phone: 480-296-2042