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WEALTH ENGAGEMENT
WEALTH ENGAGEMENT LLC
CRD 310438 · SEC 801-132166
3715 NORTHSIDE PARKWAY NW, BUILDING 100, STE 500, ATLANTA, GA, 30327, United States
Phone
(917) 826-5955
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.0M
Discretionary AUM
$102.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $18.8M |
| High net worth individuals | 27 | $76.2M |
| Pension/profit sharing plans | 2 | $10.0M |
States served
CA, GA, NY
All web addresses on file
Official SEC filing: View on IAPD