# Engineered Wealth Management LLC

> Engineered Wealth Management LLC is a state-registered investment advisory firm, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 21, 2026.

- CRD: 338494
- Filed as: ENGINEERED WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338494
- AdvisorCensus page: https://advisorcensus.com/firm/engineered-wealth-management-llc-338494

## Quick answers

**How is Engineered Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Engineered Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Engineered Wealth Management LLC registered with the SEC or a state?**
Engineered Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338494.

**Does Engineered Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338494

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- engineeredwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Engineered Wealth Management LLC (CRD 338494): Form ADV filing data as of October 2026.