WEALTH ENGINEERING, LLC

Overview

Wealth Engineering, LLC is an independent registered investment adviser formed in 2020 and owned by an individual. The firm focuses on serving individuals and families, providing fee-based financial planning and discretionary portfolio management for individual and small-business clients. Its fee model is flexible — charging a percentage of assets under management, hourly fees, and fixed fees depending on the engagement. Investment activity centers on discretionary management of client portfolios using pooled public investment vehicles as the primary building blocks. The firm does not position itself as a capital allocator to third-party alternative fund managers, and it does not identify as an active ESG investor. Planning and portfolio construction emphasize traditional vehicles and liability-aware solutions rather than direct management of complex alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices