Bonnema Wealth Management LLC
Bonnema Wealth Management LLC (CRD# 173526) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $93,750,000 in 239 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bonnema Wealth Management LLC
By the Numbers
-
Total Assets Under Management94MILLION
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Total Number of Accounts239ACCOUNTS
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Average Account Value$392,259
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Bonnema Wealth Management LLC
1
Joel Bonnema (CRD# 2069947) is an Investment Advisor Representative working at Bonnema Wealth Management LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry.
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