Wealth Engineers, LLC
Wealth Engineers, LLC is an SEC-registered ria in Denver, CO with $117.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealth Engineers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168578, SEC 801-135474, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $117.6M (2026-02-02)
- Firm type
- Ria
- Location
- Denver, CO
- Employees
- 2
- Clients
- 54
- CRD
- 168578
- Ownership
- Duong, Alicia, Gene; DUONG, JONATHAN, KIEN
How much AUM does Wealth Engineers, LLC have?
Wealth Engineers, LLC reported $117.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Wealth Engineers, LLC?
Disclosed owners and executives of Wealth Engineers, LLC include Duong, Alicia, Gene, DUONG, JONATHAN, KIEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.