Engineered Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers wealth management, discretionary investment management, and financial planning services to individual and high‑net‑worth clients, and also provides standalone investment management and planning engagements. Although it is newly formed and reported no assets under management as of December 31, 2025, it is actively building a client base and intends to manage client accounts through a qualified custodian.
The firm employs fundamental analysis and a generally long‑term investment approach while retaining discretion to buy, sell, or reallocate positions for rebalancing or client needs. Portfolios are constructed primarily with exchange‑traded funds — including the occasional use of leveraged ETFs — and accounts are monitored on a regular basis with formal reviews at least annually.
Like most peers, the advisor uses percentage‑of‑assets fees for investment management, but it also offers hourly and monthly financial planning arrangements, which is an uncommon billing option for firms in this category. The principal maintains outside professional roles (including a full‑time biomedical engineering position and a separate tax/accounting practice), and the firm operates on an institutional platform relationship with a major custodian that provides technology and operational benefits.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001+: 0.85% annually
Up to $250 per hour for standalone financial planning services
Ongoing financial planning services offered at $150 to $400 per month
Account minimum: $4,800 minimum annual fee Minimum fee: Minimum annual fee of $4,800 for wealth management services Fee-only: Wealth management and investment management fees; no commissions
Main office
Avondale Estates GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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