A complete list of active advisors currently associated with Engineered Wealth Management LLC

Warmer can help you find a great advisor at Engineered Wealth Management LLC or one who fits your needs even better.

The firm offers wealth management, discretionary investment management, and financial planning services to individual and high‑net‑worth clients, and also provides standalone investment management and planning engagements. Although it is newly formed and reported no assets under management as of December 31, 2025, it is actively building a client base and intends to manage client accounts through a qualified custodian. The firm employs fundamental analysis and a generally long‑term investment approach while retaining discretion to buy, sell, or reallocate positions for rebalancing or client needs. Portfolios are constructed primarily with exchange‑traded funds — including the occasional use of leveraged ETFs — and accounts are monitored on a regular basis with formal reviews at least annually. Like most peers, the advisor uses percentage‑of‑assets fees for investment management, but it also offers hourly and monthly financial planning arrangements, which is an uncommon billing option for firms in this category. The principal maintains outside professional roles (including a full‑time biomedical engineering position and a separate tax/accounting practice), and the firm operates on an institutional platform relationship with a major custodian that provides technology and operational benefits.

To learn more about the advisors currently working at Engineered Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.