Data / Investment advisers / Georgia / Wealth Engagement
Wealth Engagement, Atlanta, GA: $105 million AUM, SEC registered investment adviser
Wealth Engagement is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $105 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 310438
- SEC file number
- 801-132166
- SEC status
- Approved, effective March 13, 2025
- Legal name
- Wealth Engagement LLC
- Main office
- 3715 Northside Parkway NW, Building 100 Ste 500, Atlanta, GA 30327
- Phone
- (917) 826-5955
- Website
- wealthengagement.com
- Regulatory AUM
- $105,040,254 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $102,505,746
- Non discretionary AUM
- $2,534,508
- Accounts
- 104
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $76.2 million |
| Individuals (other than high net worth individuals) | 31 | $18.8 million |
| Pension and profit sharing plans | 2 | $10 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $105 million | January 13, 2026 |
| December 1, 2025 | $100.4 million | March 20, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Financial | Atlanta | $118 million | Not listed | adviserinfo.sec.gov |
| McCormack Financial Planning Inc. | Atlanta | $115.7 million | Not listed | adviserinfo.sec.gov |
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | Not listed | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | Not listed | adviserinfo.sec.gov |
| Horse Cove Partners LLC | Atlanta | $106.6 million | Not listed | adviserinfo.sec.gov |
| Carter, Terry & Company, Inc. | Atlanta | $104 million | Not listed | adviserinfo.sec.gov |
| 34 Financial, LLC | Atlanta | $101 million | Not listed | adviserinfo.sec.gov |
| Harbinger Sports Partners | Atlanta | $100 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Engagement on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.