Wealth Engagement LLC
● SEC registered since 2025CRD 310438SEC# 801-132166Atlanta, GA
Reg. AUM
$105M
Employees
3
Accounts
104
Location
Atlanta, GA
Wealth Engagement LLC assets under management
Wealth Engagement LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2025. It reports $105 million in regulatory assets under management and employs 3 people.
Wealth Engagement LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Lurie Control | Chief Compliance Officer | Under 5% | 2021 |
| Tiffany Sue Kent Control | Managing Partner | Over 75% | 2020 |
Frequently asked questions
How much does Wealth Engagement LLC manage?
Wealth Engagement LLC reports $105 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Engagement LLC have?
Wealth Engagement LLC reports 3 employees.
Where is Wealth Engagement LLC located?
Wealth Engagement LLC is based in Atlanta, GA and has been SEC-registered since 2025.
Does Wealth Engagement LLC disclose fund performance?
Wealth Engagement LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3715 Northside Parkway NW, Building 100, Ste 500, Atlanta, GA 30327 |
| Phone | (917) 826-5955 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105M▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$105Mregulatory AUM
Discretionary $102.5MNon-discretionary $2.5M