Overview
Assets Under Management: $105 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 27
Average Client Assets: $2.8 million
Frequently Asked Questions
WEALTH ENGAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310438), WEALTH ENGAGEMENT is subject to fiduciary duty under federal law.
WEALTH ENGAGEMENT is headquartered in ATLANTA, GA.
WEALTH ENGAGEMENT serves 27 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, WEALTH ENGAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH ENGAGEMENT manages $105 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, WEALTH ENGAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.54%
Average Client Assets: $2.8 million
Total Client Accounts: 104
Discretionary Accounts: 96
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310438
Filing ID: 2040483
Last Filing Date: 2026-01-13 13:49:54