Overview
Assets Under Management: $118 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
WEALTH ENGINEERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168578), WEALTH ENGINEERS, LLC is subject to fiduciary duty under federal law.
WEALTH ENGINEERS, LLC is headquartered in DENVER, CO.
WEALTH ENGINEERS, LLC serves 35 high-net-worth clients according to their SEC filing dated February 02, 2026. View client details ↓
According to their SEC Form ADV, WEALTH ENGINEERS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTH ENGINEERS, LLC manages $118 million in client assets according to their SEC filing dated February 02, 2026.
According to their SEC Form ADV, WEALTH ENGINEERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.03
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 208
Discretionary Accounts: 205
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 168578
Filing ID: 2044527
Last Filing Date: 2026-02-02 13:52:55