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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-23-2013
- Office Locations
- 1
Office Locations
About Wealth Engineers, LLC
Wealth Engineers, LLC is a Denver-based RIA serving near-retirees/retirees, entrepreneurs & business owners, and high-income professionals with ongoing financial planning and wealth management. The team focuses on tax-aware retirement and withdrawal strategy, Social Security/Medicare decisions, insurance and estate planning coordination, and small business 401(k) support. Portfolios follow an evidence-based approach (no stock-picking or market timing) and are primarily implemented with ETFs and public funds. Notably, they cap advisory fees by excluding assets above $3.5M from the fee calculation.
Team overview
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Owner & Executives
JONATHAN KIEN DUONG
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #6057589
- Ownership
- 50% but less than 75%
Alicia Gene Duong
Certified Financial Planner, Director Of Client Service
- CRD
- #7780026
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,405,366 | $572,709 |
| Non-Discretionary | $158,028 | $52,676 |
| Total | $117,563,394 | $565,209 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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