WEALTH ENGINEERS, LLC

Overview

Wealth Engineers, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides traditional wealth management services — financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting — and charges a mix of percentage-of-AUM, hourly, and fixed fees. Wealth Engineers is not positioned as a capital allocator or an active ESG investor, and it registered with the SEC in 2026. Investment activity shows a clear equity preference: the firm concentrates the majority of its managed assets in exchange-traded equities and uses mutual funds as complementary exposures. Their practice model is centered on customized portfolios for a relatively small client base, with most assets managed on a discretionary basis and custody concentrated at a single major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices