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President and Chief Compliance Officer · Wealth Engineers, LLC

Jonathan K. Duong

CRD 6057589 · 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 Jonathan K. Duong on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Wealth Engineers, LLCPresident and Chief Compliance OfficerWealth manager · Denver, CO · $118M in regulatory assets

AtlasMembers

Jonathan’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
1 firmLocked
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 Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.