Bonnema Wealth Management LLC is a multi-state adviser based in Scottsdale. It manages $88.05 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona and California.
Bonnema Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bonnema Wealth Management LLC is $88.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bonnema Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Bonnema Wealth Management LLC performs its advisory services is located at 7373 E. Doubletree Ranch Rd., #200, Scottsdale, AZ 85258, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-206-5081 or by fax 480-378-2882. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bwmwealth.com.