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).
Current Firm Details
By the Numbers
-
Total Assets Under Management88MILLION
-
Total Number of Accounts193ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at Wealth Engineers, LLC
1
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 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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