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WEALTH ENGAGEMENT
Legal name: WEALTH ENGAGEMENT LLC
CRD 310438File 801-132166
APPROVED
Retail clients
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$105.0M
Bottom 25% of cohort (national)
Discretionary AUM
$102.5M
Non-discretionary $2.5M
Clients
60
104 accounts
Employees
3
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.