Lien Hwa Chaing

Employer firm

Cogwheel Wealth Management, LLC CRD 285988

$18.9M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Cogwheel Wealth Management, Llc

Las Vegas, NV • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2026-08-17

NV RA
APPROVED

Since 2026-08-17

Branch Locations

Las Vegas, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
David Mclain Duttenhofer	Laguna Beach	CA	02/2005	01/2018
Cogwheel Wealth Management, Llc	Oak Park	CA	11/2016	Present

02/2005 → 01/2018

David Mclain Duttenhofer

Laguna Beach, CA
11/2016 → Present

Cogwheel Wealth Management, Llc

Oak Park, CA

Previous Registrations

2017-02-27 → 2025-12-31

Cogwheel Wealth Management, Llc

Las Vegas, NV
2005-03-08 → 2018-01-23

Duttenhofer Advisory Group

Oak Park, CA