Data / Investment advisers / Colorado / Wealth Engineers, LLC
Wealth Engineers, LLC, Denver, CO: $118 million AUM, SEC registered investment adviser
Wealth Engineers, LLC is an SEC registered investment adviser with its main office in Denver, Colorado and reports $118 million in regulatory assets under management in its Form ADV filed February 2, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168578
- SEC file number
- 801-135474
- SEC status
- Approved, effective March 4, 2026
- Main office
- 600 17th Street Suite 2800 South, Denver, CO 80202
- Phone
- (303) 500-3245
- Regulatory AUM
- $117,563,394 in the Form ADV filed February 2, 2026
- Discretionary AUM
- $117,405,366
- Non discretionary AUM
- $158,028
- Accounts
- 208
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $104.7 million |
| Individuals (other than high net worth individuals) | 19 | $12.9 million |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peterson Financial Services LLC | Denver | $124 million | Not listed | adviserinfo.sec.gov |
| Ascentris | Denver | $121.8 million | 2 | adviserinfo.sec.gov |
| Seneca Capital Management, LLC | Denver | $120 million | 1 | adviserinfo.sec.gov |
| Walnut Level Capital LLC | Denver | $119.2 million | 1 | adviserinfo.sec.gov |
| Noble Wealth Partners | Denver | $118.5 million | Not listed | adviserinfo.sec.gov |
| Columbia Benefits, LLC | Denver | $116.2 million | Not listed | adviserinfo.sec.gov |
| Alpine Wealth Advisors, LLC | Denver | $115.7 million | Not listed | adviserinfo.sec.gov |
| Meketa Capital, LLC | Denver | $106.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Engineers, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.