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WEALTH ENGINEERS, LLC
CRD 168578File 801-135474
APPROVED
Retail clients
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$117.6M
Bottom 25% of cohort (national)
Discretionary AUM
$117.4M
Non-discretionary $158K
Clients
54
208 accounts
Employees
2
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 4, 2026
- Principal office
- 600 17TH STREET, SUITE 2800 SOUTH, DENVER, CO, 80202-5428
- Phone
- (303) 500-3245
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.6M
- Discretionary AUM
- $117.4M
- Non-discretionary AUM
- $158K
- Discretionary accounts
- 205
- Non-discretionary accounts
- 3
- Total accounts
- 208
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $104.7M |
| Individuals (other than high net worth individuals) | 19 | $12.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.