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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
About Wealth Engagement
Wealth Engagement is an Atlanta-based wealth management firm led by CFP professional Tiffany Kent. The practice focuses on holistic financial planning and ongoing investment management, with an asset-allocation approach that commonly uses public funds and ETFs. Best suited for individuals and families navigating major life transitions and long-term goals. The team is active in client education through speaking events and works with custodians including Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
TIFFANY SUE KENT
Financial Advisor, General Partner, Managing Partner
- CRD
- #4428144
- Ownership
- 75% or more
RICHARD LURIE
Chief Compliance Officer, Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,505,746 | $1,067,768 |
| Non-Discretionary | $2,534,508 | $316,814 |
| Total | $105,040,254 | $1,010,002 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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