Wealth Engineers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated February 2, 2026, reports $118M in regulatory assets under management, 2 employees, 1 office, and 208 accounts.
Assets Under Management
$118M
Employees
2
Offices
1 office
Total Clients
54
Primary office
DENVER, CO
600 17TH STREET, SUITE 2800 SOUTH, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.8% of total clients.
Top client categories% of clientsClients
1
HNWI
64.8%
35
2
Individuals
35.2%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of February 2, 2026
Discretionary99.9%
$117M
100% of total RAUM99.9%
Non-discretionary0.1%
$158K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$118M
Total Accounts208
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee27:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.