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WEALTH ENGAGEMENT

ATLANTA, GA · CRD 310438 · IAPD ↗ · wealthengagement.com · (917) 826-5955

$105.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — WEALTH ENGAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2026 — WEALTH ENGAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2025 — WEALTH ENGAGEMENT (ATLANTA, GA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.