Wealth Engagement
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 310438
- Registered since
- March 13, 2025
- Website
- www.wealthengagement.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.54%
- Individuals17.93%
- Pension & Profit Sharing Plans9.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Engagement is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2025) and owned by an individual principal. Its client mix includes high-net-worth individuals and families as well as institutional relationships. Primary services are financial planning and portfolio management for individuals and small businesses. Compensation is through a percentage-of-assets-under-management fee model. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities27%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Richard Lurie
Chief Compliance OfficerCRD 7328826
Contacts
1 of 1
Tiffany Kent
Financial AdvisorCRD 4428144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3715 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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