SourcingSourcing

WEALTH ENGAGEMENT LLC

B55
CRD 310438·SEC 801-132166·ATLANTA, GA
AUM
$105.0M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$315K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTH ENGAGEMENT LLC
CRD
310438
SEC file #
801-132166
EIN
—
DBA names
Wealth Engagement

Economics

AUM
$105.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.4M → $105.0M▲ +5%
Client mix
Individuals Other31
Individuals High Net Worth27
Pension Profit Sharing Plans2

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/13/2026
ADV-W filed at
—
Website
wealthengagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENT, TIFFANY, SUE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KENT, TIFFANY, SUE
LURIE, RICHARD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHENGAGEMENT.COM
Rdap Domain Creation Date
2020-06-24T21:06:41Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Folio Institutional1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-24T21:06:41Z
Rdap Domain Last Changed
2025-05-25T21:10:40Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4428144
Trust Company Affiliate
No

People (2)

2
KENT, TIFFANY, SUE
IAR · Direct Owner · 87.5%
4428144
LURIE, RICHARD
Executive Officer · 2.5%
7328826