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Wealth Engagement LLC

● SEC registered since 2025CRD 310438SEC# 801-132166Atlanta, GA
Export (members)
Reg. AUM
$100.4M
Employees
2
Accounts
92
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 $100.4 million in regulatory assets under management and employs 2 people.
www.wealthengagement.comView on SEC.gov ↗

Wealth Engagement LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Lurie ControlChief Compliance OfficerUnder 5%2021
Tiffany Sue Kent ControlManaging PartnerOver 75%2020

Frequently asked questions

How much does Wealth Engagement LLC manage?

Wealth Engagement LLC reports $100.4 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Engagement LLC have?

Wealth Engagement LLC reports 2 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

Address3715 Northside Parkway NW, Building 100, Ste 500, Atlanta, GA 30327
Phone(917) 826-5955
Office hours8:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.4M
Non-discretionary$0
Total (RAUM)$100.4M