# Bonnema Wealth Management LLC

> Bonnema Wealth Management LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 173526
- Filed as: BONNEMA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173526
- AdvisorCensus page: https://advisorcensus.com/firm/bonnema-wealth-management-llc-scottsdale-az-173526

## Quick answers

**How is Bonnema Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bonnema Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bonnema Wealth Management LLC located?**
Bonnema Wealth Management LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Bonnema Wealth Management LLC registered with the SEC or a state?**
Bonnema Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173526.

**How much does Bonnema Wealth Management LLC manage?**
Bonnema Wealth Management LLC reports $109,240,000 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Bonnema Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56).

**Does Bonnema Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173526

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $109,240,000
- Discretionary: $109,240,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $109,240,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bwmwealth.com](https://bwmwealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonnema Wealth Management LLC (CRD 173526): Form ADV filing data as of October 2026.