Wealth Engineers, LLC
● SEC registered since 2026CRD 168578SEC# 801-135474Denver, CO
Reg. AUM
$117.6M
Employees
2
Accounts
208
Location
Denver, CO
Wealth Engineers, LLC assets under management
Wealth Engineers, LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2026. It reports $117.6 million in regulatory assets under management and employs 2 people.
Wealth Engineers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Gene Duong Control | Director Of Client Service | 25-50% | 2023 |
| Jonathan Kien Duong Control | President And Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Wealth Engineers, LLC manage?
Wealth Engineers, LLC reports $117.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Engineers, LLC have?
Wealth Engineers, LLC reports 2 employees.
Where is Wealth Engineers, LLC located?
Wealth Engineers, LLC is based in Denver, CO and has been SEC-registered since 2026.
Does Wealth Engineers, LLC disclose fund performance?
Wealth Engineers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 17th Street, Suite 2800 South, Denver, CO 80202-5428 |
| Phone | (303) 500-3245 |
| Fax | (303) 260-6401 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.6MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$117.6Mregulatory AUM
Discretionary $117.4MNon-discretionary $158K