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
7373 E. Doubletree Ranch Rd., #200, Scottsdale, AZ 85258
http://www.bwmwealth.com
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Bonnema Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel Bonnema, financial advisor Scottsdale AZ
Joel A. Bonnema
CRD#: 2069947
7373 E. Doubletree Ranch Rd, Suite 200, Scottsdale, AZ 85258

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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