Adviser Profile
| As of Date | 03/15/2025 |
| Registration status | Registration Changed to WEALTH ENGAGEMENT LLC |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | (40 xxxxxxx |
| Websites |
| AUM* | 100,410,942 |
| of that, discretionary | 100,410,942 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,091,423 |
| % High Net Worth | 33.78% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds