{
  "crd_number": 128549,
  "slug": "wealth-engineering-llc-scottsdale-az-128549",
  "primary_business_name": "WEALTH ENGINEERING, LLC",
  "legal_name": "WEALTH ENGINEERING, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-06-18",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-24",
  "carried_forward": false,
  "raum_total": 170961151.0,
  "raum_discretionary": 170961151.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12427329.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 158533822.0,
      "count": 36
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "TX"
  ],
  "websites": [
    "https://feeonlynetwork.com/FINANCIAL-ADVISOR/DAVID-FERNANDEZ",
    "https://linkedin.com/in/dave-fernandez-cfp%C2%AE-81a24610",
    "https://wealth-engineering.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128549",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549",
  "display_name": "Wealth Engineering, LLC",
  "summary": "Wealth Engineering, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.",
  "citation": "AdvisorCensus. Wealth Engineering, LLC (CRD 128549): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Engineering, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Engineering, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Wealth Engineering, LLC located?",
      "a": "Wealth Engineering, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Wealth Engineering, LLC registered with the SEC or a state?",
      "a": "Wealth Engineering, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 128549."
    },
    {
      "q": "How much does Wealth Engineering, LLC manage?",
      "a": "Wealth Engineering, LLC reports $170,961,151 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealth Engineering, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Engineering, LLC: Regulatory assets under management: $128,406,034 in the October 2021 data and $170,961,151 in the October 2026 data, up 33%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Engineering, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Which custodians does Wealth Engineering, LLC use?",
      "a": "Wealth Engineering, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Engineering, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128549"
    },
    {
      "q": "What changed in Wealth Engineering, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $149,494,689 to $170,961,151 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128406034.0,
      "total_employees": 1,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 152105784.0,
      "total_employees": 1,
      "filing_date": "2022-06-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 131499629.0,
      "total_employees": 1,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 146137391.0,
      "total_employees": 1,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 149494689.0,
      "total_employees": 1,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 170961151.0,
      "total_employees": 1,
      "filing_date": "2026-02-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $149,494,689 to $170,961,151 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 12427329.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 158533822.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128549",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}