WEALTH ENGAGEMENT LLC

WEALTH ENGAGEMENT LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 310438). Regulatory assets under management: $105.0M.

Registration

• CRD: 310438
• SEC file number: 801-132166
• Type: Registered investment adviser
• Location: 3715 NORTHSIDE PARKWAY NW, BUILDING 100, STE 500, ATLANTA, GA, 30327
• Phone: (917) 826-5955
• Latest filing: 2026-06-22
• Regulatory AUM: $105.0M
• Discretionary AUM: $102.5M
• Non-discretionary AUM: $2.5M
• Clients: 3
• Accounts: 104

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search