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WEALTH ENGAGEMENT LLC

dba WEALTH ENGAGEMENT · CRD 310438 · Registered Investment Adviser

WEALTH ENGAGEMENT LLC is a Registered Investment Adviser headquartered in ATLANTA, GA. The firm reports $105,040,254 in regulatory assets under management across 104 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$102,505,746
Non-discretionary$2,534,508
Total RAUM$105,040,254
Accounts104

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 310438. adviserinfo.sec.gov/firm/summary/310438.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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