$109.2M Total AUM
$109.2M Disc. AUM
-- 3Y CAGR
1 Employees
112 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2015
- Office Locations
- 1
Office Locations
7373 E. Doubletree Ranch RD Suite 200 Scottsdale AZ
About Bonnema Wealth Management LLC
Bonnema Wealth Management is an independent, fee-only, founder-led RIA in Scottsdale, AZ providing personalized wealth planning, financial planning, and discretionary portfolio management. The firm serves individuals and families navigating retirement, business liquidity events, life transitions, and wealth building, with portfolios commonly implemented using ETFs alongside fixed income. Primarily Schwab-custodied.
Team overview
60 AVG AGE
$109.2M AVG AUM / ADVISOR
$975.4K AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Legacy alpha Meridian alpha
Client Personas
Glacier
Investment Themes
Zenith Zenith Horizon
Investment Vehicles
Bridge crest
Services
Unison Quantum Ember eagle Horizon vital Harbor momentum Summit radial
Owner & Executives
J
JOEL ALLEN BONNEMA
Chief Compliance Officer, President
- CRD
- #2069947
- Ownership
- 75% or more
(392) 621-2300
legacy.momentum@embercapital.com
in linkedin.com/in/foundation-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,240,000 | $594,934 |
| Non-Discretionary | $0 | -- |
| Total | $109,240,000 | $594,934 |
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Separately Managed Accounts
Total SMA Asset: $109,240,000
Equity - Exchange:
14.9% Corporate - Investment Grade:
24.9% U.S. Government/Agency:
28.4% Cash:
9.8% Municipal Bonds:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,094,344,658 | 14.9% |
| Corporate - Investment Grade | $1,828,804,160 | 24.9% |
| U.S. Government/Agency | $2,085,864,986 | 28.4% |
| Cash | $719,770,312 | 9.8% |
| Municipal Bonds | $1,615,810,905 | 22.0% |
| Total | $7,344,595,021 | 100.0% |