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Director of Client Service · Wealth Engineers, LLC

Alicia G. Duong

CRD 7780026 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealth Engineers, LLC, an SEC-registered wealth manager based in Denver, CO with $118 million in regulatory assets, lists Alicia G. Duong on its Form ADV as Director of Client Service, a control person.

Firms and roles

  • Wealth Engineers, LLCDirector of Client ServiceWealth manager · Denver, CO · $118M in regulatory assets

AtlasMembers

Alicia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alicia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.