BONNEMA WEALTH MANAGEMENT LLC

BONNEMA WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 173526). Regulatory assets under management: $109.2M.

Registration

• CRD: 173526
• SEC file number: 801-80710
• Type: Registered investment adviser
• Location: 7373 E. DOUBLETREE RANCH RD., #200, SCOTTSDALE, AZ, 85258
• Phone: 480-206-5081
• Latest filing: 2026-02-09
• Regulatory AUM: $109.2M
• Discretionary AUM: $109.2M
• Clients: 1
• Accounts: 252

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173526 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search