← Back to searchVisit website
WEALTH ENGINEERS, LLC
CRD 168578 · SEC 801-135474
600 17TH STREET, SUITE 2800 SOUTH, DENVER, CO, 80202-5428, United States
Phone
(303) 500-3245
Fax
(303) 260-6401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.6M
Discretionary AUM
$117.4M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $12.9M |
| High net worth individuals | 35 | $104.7M |
States served
CA, CO
All web addresses on file
Official SEC filing: View on IAPD