Lucas Wennersten
49th Parallel Wealth Management, LLC · Scottsdale, Arizona
Lucas Wennersten is a fee-only financial advisor at 49th Parallel Wealth Management, LLC in Scottsdale, Arizona, who holds the CFP and CFA credentials. Lucas charges a percentage of assets, hourly fees and a one-time planning fee (no asset minimum) and focuses on cross-border (US / Canada), retirement planning and tax planning.
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Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Retirees
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | 49th Parallel Wealth Management, LLC |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $9.4M across 20 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 5413961 |
| Exams passed | Series 66 (2007) · Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 49thparallelwealthmanagement.com |
| Profile |
How Lucas's firm compares
- 49th Parallel Wealth Management, LLC's average account is about $469,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Lucas
Is Lucas Wennersten a fee-only financial advisor?
Yes. Lucas Wennersten is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lucas's firm.
How does Lucas charge for financial advice?
Lucas charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Lucas charge?
According to 49th Parallel Wealth Management, LLC's website, checked October 28, 2026: no asset minimum.
Where is Lucas Wennersten based?
Lucas Wennersten is based in Scottsdale, Arizona.
What does Lucas specialize in?
Lucas's specialties include cross-border (US / Canada), retirement planning, tax planning, equity compensation and founders (pre-exit). Lucas works with cross-border families, Canadians in the US, retirees, pre-retirees and founders.
What credentials does Lucas Wennersten hold?
Lucas Wennersten holds the CFP and CFA credentials.
Is Lucas Wennersten registered with the SEC?
Yes. Lucas Wennersten is registered as an investment adviser representative in AZ and TX (CRD 5413961), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does 49th Parallel Wealth Management, LLC manage?
49th Parallel Wealth Management, LLC reports $9.4M across 20 accounts in assets under management.
How do I contact Lucas Wennersten?
Through Lucas's website, 49thparallelwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 49th Parallel Wealth Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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