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LC
CFP
LC
CFP

Lien Chaing

Cogwheel Wealth Management, LLC
28 Years of Experience
Las Vegas, NV
3 Disclosures
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Lien Chaing is a CFP-designated registered investment advisor at Cogwheel Wealth Management, LLC, based in Las Vegas, NV, with 28 years of industry experience. Lien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 5 clients with $19M in assets under management.

Cogwheel Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$18.9M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.75%
$25.0M - $75.0M0.65%
$75M+0.50%

Advisory fees are negotiable. For family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Las Vegas, NV

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2023
Final
Regulatory
January 2005
Final
Regulatory
December 1993
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cogwheel Wealth Management, LLC
August 2026 - Present · 2 mos
Previous Registrations
Cogwheel Wealth Management, LLC
February 2017 - December 2025 · 8 yrs 10 mos
Duttenhofer Advisory Group
March 2005 - January 2018 · 12 yrs 10 mos
Private Ledger Financial Services, IncorporatedBroker
November 1984 - November 1989 · 5 yrs
Bretcourt Securities CorporationBroker
October 1982 - December 1984 · 2 yrs 2 mos
State Registrations1 state
NV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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