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 a limited liability company operating as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory work is concentrated on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, and it does not position itself as a capital allocator or pension consultant.
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
2 of 2
Tiffany Kent
Financial AdvisorCRD 4428144
Alexandra Kent
Investment Advisor RepresentativeCRD 8285780
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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