Wealth Engineers, LLC

Wealth Engineers, LLC (CRD# 168578) is a financial advisory firm headquartered in Denver, CO. They manage $88,310,804 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $457,569
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
  • Pension consulting services
Types of Clients
Registered States
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

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.

2
Alicia G. Duong
CRD#: 7780026
600 17th Street, Suite 2800 South, Denver, CO 80202

Alicia Duong (CRD# 7780026) is an Investment Advisor Representative working at Wealth Engineers, LLC in Denver, CO and has 1 year of experience in the finance industry.

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