Alicia Gene Duong
Investment adviser representative at Wealth Engineers, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$117.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealth Engineers, LLCOct 2018 to now
- RaytheonJun 2006 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Wealth Engineers, LLC
$117.6MAssets managed
54Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7780026
- Firm CRD
- 168578