BONNEMA WEALTH MANAGEMENT LLC
CRD #173526 SEC #801-80710 SCOTTSDALE, AZ 480-206-5081
SEC Registered
Total AUM
$88.1M
Discretionary
$88.1M
Employees
1
Clients
51
Accounts
148
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 18, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
| BONNEMA, JOEL, ALLEN | I | MANAGING MEMBER. CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 18, 2015 REGISTERED
Notice Filings (2)
AZ CA
Address
7373 E. DOUBLETREE RANCH RD., #200SCOTTSDALE, AZ 85258
United States
Phone: 480-206-5081