Wealth Engineering, LLC - Investment Advisers

About Wealth Engineering, LLC

Wealth Engineering, LLC is an investment adviser headquartered in Scottsdale, Arizona, and is listed in the Directory of US Investment Advisers. The firm was founded in 2003 by David J. Fernandez, CFP®, who previously worked as an investment manager and financial planner at The Vanguard Group. Its registry record reports regulatory assets under management of $170.96 million and one employee. The firm describes itself as a fee-only fiduciary offering financial planning and investment management, particularly to clients nearing or in retirement. Planning topics include retirement, estate, Social Security and Medicare, college, tax, and risk management. Its investment management uses a global strategy intended to build diversified, tax-efficient portfolios. The firm's main office is in Scottsdale, with a second office in Glendale, and it is included among investment advisers in Arizona. Fernandez holds a finance degree from Arizona State University and has been quoted in national and local financial media.

Key Facts

Assets Under Management

$170.96M

Employees

1

SEC File Number

801-118948