Investment adviser · CRD 173526

BONNEMA WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

SCOTTSDALE, AZ, United States · Form ADV filed May 18, 2015

Regulatory AUM
$88.1M
Form ADV · Item 5.F
Client accounts
148
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 18, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7373 E. DOUBLETREE RANCH RD., #200
SCOTTSDALE, AZ, 85258, United States

CRD 173526

Filing source

Form ADV 919206 · May 18, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.