WEALTH ENGINEERS, LLC
WEALTH ENGINEERS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 168578). Regulatory assets under management: $117.6M.
Registration
- CRD: 168578
- SEC file number: 801-135474
- Type: Registered investment adviser
- Location: 600 17TH STREET, SUITE 2800 SOUTH, DENVER, CO, 80202-5428
- Phone: (303) 500-3245
- Latest filing: 2026-02-02
- Regulatory AUM: $117.6M
- Discretionary AUM: $117.4M
- Non-discretionary AUM: $158K
- Clients: 2
- Accounts: 208
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Jonathan Kien Duong | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Alicia Gene Duong | DIRECTOR OF CLIENT SERVICE | — |
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