WEALTH ENGAGEMENT LLC
Legal name: WEALTH ENGAGEMENT
CRD #310438 SEC #801-132166 ATLANTA, GA (917) 826-5955
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
2
Clients
0
Accounts
92
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LURIE, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LURIE, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LURIE, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENT, TIFFANY, SUE | I | MANAGING PARTNER | E | Control |
| KENT, TIFFANY, SUE | I | MANAGING PARTNER | E | Control |
| KENT, TIFFANY, SUE | I | MANAGING PARTNER | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (2)
CA GA
Address
3715 NORTHSIDE PARKWAY NW, BUILDING 100STE 500
ATLANTA, GA 30327
United States
Phone: (917) 826-5955