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Wealth Engineers, LLC

● SEC registered since 2026CRD 168578SEC# 801-135474Denver, CO
Export (members)
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.
twitter.com/wealthengineersView on SEC.gov ↗

Wealth Engineers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alicia Gene Duong ControlDirector Of Client Service25-50%2023
Jonathan Kien Duong ControlPresident And Chief Compliance Officer50-75%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

Address600 17th Street, Suite 2800 South, Denver, CO 80202-5428
Phone(303) 500-3245
Fax(303) 260-6401
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.4M
Non-discretionary$158K
Total (RAUM)$117.6M