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| Keyboard |
| Wealth Engineers LLC
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|---|---|
| CRD # | 168578 |
| SEC # | 801-135474 |
| CIK # | |
| AUM | 117.6 M (2026-02-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-500-3245 |
| Address | 600 17th Street Denver, CO 80202-5428 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 12.9 |
| (b) Individuals (high net worth individuals) | 35 | 104.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 117.6 |
| By Discretionary | ||
| Discretionary | 205 | 117.4 |
| Non-Discretionary | 3 | 0.2 |
| Total | 208 | 117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.6 | |
| Total | 208 | 117.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crosspoint Capital Strategies LLC
✚
|
CA | 118.0 M |
|
One Life Financial Group Inc
✚
|
118.0 M | |
|
GVS Financial Group Inc
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118.0 M | |
|
Ark Wealth Advisors LLC
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CA | 118.0 M |
|
Kinnamon & Associates Ltd II
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|
IL | 117.6 M |
|
McKinley Financial Advisors Inc
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|
PA | 117.2 M |
|
Sea Hunter Capital LLC
✚
|
FL | 117.2 M |
|
Caerus Investment Advisors LLC
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|
117.2 M | |
|
Beresh Patrick Michael
✚
|
CA | 117.2 M |
|
818 Wealth LLC
✚
|
TX | 117.1 M |