# Wealth Engagement

> Wealth Engagement is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 310438
- Filed as: WEALTH ENGAGEMENT
- Legal name: Wealth Engagement LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310438
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-engagement-atlanta-ga-310438

## Quick answers

**How is Wealth Engagement compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Engagement reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Engagement located?**
Wealth Engagement's principal office is in Atlanta, GA, according to its Form ADV.

**Is Wealth Engagement registered with the SEC or a state?**
Wealth Engagement is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 310438.

**How much does Wealth Engagement manage?**
Wealth Engagement reports $105,040,254 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (98% discretionary).

**How have Wealth Engagement's assets and staff changed since 2025?**
In the Form ADV data for Wealth Engagement: Regulatory assets under management: $100,410,942 in the October 2025 data and $105,040,254 in the October 2026 data, up 5%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Engagement serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Wealth Engagement use?**
Wealth Engagement's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Wealth Engagement report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310438

**What changed in Wealth Engagement's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,040,254
- Discretionary: $102,505,746
- Non-discretionary: $2,534,508

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $18,828,810 |
| High net worth individuals | 27 | $76,191,584 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $10,019,860 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, LA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthengagement.com
- LinkedIn @wealthengagementllc
- LinkedIn @tiffany-kent
- YouTube @ElevateHerEquity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $100,410,942 | 2 | March 20, 2025 |
| October 2026 | $105,040,254 | 3 | September 11, 2026 |

Regulatory assets under management: $100,410,942 in the October 2025 data and $105,040,254 in the October 2026 data, up 5%.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in LA.

### February 2026
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Engagement (CRD 310438): Form ADV filing data as of October 2026.