WEALTH ENGAGEMENT

Legal name: WEALTH ENGAGEMENT LLC

CRD 310438File 801-132166

APPROVED

Retail clients

Filing as of Sep 11, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$105.0M

Bottom 25% of cohort (national)

Discretionary AUM

$102.5M

Non-discretionary $2.5M

Clients

104 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 13, 2025
Principal office: 3715 NORTHSIDE PARKWAY NW, BUILDING 100, STE 500, ATLANTA, GA, 30327
Phone: (917) 826-5955
Website: http://www.wealthengagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $105.0M
Discretionary AUM: $102.5M
Non-discretionary AUM: $2.5M
Discretionary accounts: 96
Non-discretionary accounts: 8
Total accounts: 104
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	27	$76.2M
Pension and profit sharing plans	Fewer than 5	$10.0M
Individuals (other than high net worth individuals)	31	$18.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Feb 1, 2026	Employees	2	3	increased by1
Feb 1, 2026	Clients	74	60	decreased by14
Feb 1, 2026	AUM	$100,410,942	$105,040,254	increased by$4,629,312
Feb 1, 2026	Accounts	92	104	increased by12
May 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WEALTH ENGAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH ENGAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.