Wealth Engineering adds ETF Create to expert sourcing network

The Wealth Engineering Family of Companies said Aug. 13, 2026, that ETF Create has joined its Expert Sourcing Consortium, giving advisors access to a turnkey platform for developing, launching and operating proprietary ETFs. The move is meant to help wealth firms pursue ETF strategies without building the infrastructure in-house.

Why it matters: - Wealth advisors in the Wealth Engineering network can now tap a full-service ETF platform without assembling separate technology, operations and regulatory capabilities. - The partnership is aimed at firms that want to turn proprietary investment ideas into ETFs and expand beyond traditional AUM- and product-driven models. - The arrangement could help advisory firms offer more fee-based, holistic solutions to high-net-worth clients.

What happened: - The Wealth Engineering Family of Companies announced Aug. 13, 2026, that ETF Create has joined its Expert Sourcing Consortium. - The partnership gives advisors in WE’s network access to ETF development, launch and ongoing operational services. - WE said the addition fits into its broader Hub model and its elastic infrastructure across FusionPowered Wealth Advisory and OpenOption Practice Engineering dashboards.

The details: - ETF Create’s services cover strategy evaluation, fund structure and economics, service-provider coordination, regulatory and operational preparation, launch execution and ongoing trading sub-advisory support. - The company says the goal is to give firms a more efficient and understandable path from investment concept to operating fund. - Nick Gregory, ChFOA, founder and CEO of Wealth Engineering, said the addition strengthens WE’s Hub model and makes ETF-based strategies available to firms WE consults with. - Dan Mohr, founder of ETF Create, said the consortium places ETF Create in front of growth-minded advisory firms that have strong investment ideas but lack the infrastructure to bring an ETF to market. - WE described ETF Create as part of a growing network of expert sourcing firms serving wealth management firms nationwide. - ETF Create says it works with investment advisers, wealth management firms, asset managers and investment professionals. - The company also says it supports firms from initial strategy evaluation through launch and post-launch operation. - The ETF Create website listed in the release is ETFCreate.com.

Between the lines: - The partnership reflects a push to make ETF creation more accessible to smaller or mid-sized advisory firms that may have the ideas but not the operational depth. - WE is positioning its network as a platform for practice transformation, not just a consulting relationship. - The language around “HNW client offering blindspots” suggests a focus on filling gaps in the products and services firms can bring to high-net-worth households.

What's next: - ETF Create will likely be used by advisory firms inside WE’s network that want to evaluate proprietary ETF strategies. - The two firms are signaling an ongoing relationship built around launch support and continuing fund operations, not a one-time referral. - WE said its broader ecosystem continues to include consulting, coaching, training, marketing and high-net-worth case design services.

The bottom line: - Wealth Engineering is expanding its advisor toolkit by adding ETF Create, making it easier for firms in its network to move from investment idea to live ETF without building the full platform themselves.