Wealth Engagement
Wealth Engagement is an SEC-registered ria in Atlanta, GA with $105.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Wealth Engagement: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310438, SEC 801-132166, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $105.0M (2026-06-22)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 60
- CRD
- 310438
- Ownership
- KENT, TIFFANY, SUE; LURIE, RICHARD
How much AUM does Wealth Engagement have?
Wealth Engagement reported $105.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Wealth Engagement?
Disclosed owners and executives of Wealth Engagement include KENT, TIFFANY, SUE, LURIE, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.