Wealth Engineers, LLC

Wealth Engineers, LLC (CRD# 168578) is a financial advisory firm headquartered in Denver, CO. They manage $6,590,514 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $193,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at Wealth Engineers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan K. Duong
CRD#: 6057589
600 17th Street, Suite 2800 South, Denver, CO 80202
90
Wealthminder
score

Jonathan Duong (CRD# 6057589) is an Investment Advisor Representative working at Wealth Engineers, LLC in Denver, CO and has 1 year of experience in the finance industry. Jonathan Duong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sean C. Kane
CRD#: 6267745
600 17th Street, Suite 2800 South, Denver, CO 80202
87
Wealthminder
score

Sean Kane (CRD# 6267745) is an Investment Advisor Representative working at Wealth Engineers, LLC in Denver, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.