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ENGAGE WEALTH ADVISORS, LLC
CRD 289996File 801-136981
APPROVED
Retail clients
Disclosure events
Filing as of Aug 25, 2026
Feed vintage Aug 28, 2026
Regulatory AUM
$112.1M
Bottom 25% of cohort (national)
Discretionary AUM
$43.6M
Non-discretionary $68.5M
Clients
281
527 accounts
Employees
5
Bottom 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 27, 2026
- Principal office
- 7400 W. 130TH STREET, SUITE 320, OVERLAND PARK, KS, 66213
- Phone
- 913-681-9155
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $112.1M
- Discretionary AUM
- $43.6M
- Non-discretionary AUM
- $68.5M
- Discretionary accounts
- 450
- Non-discretionary accounts
- 77
- Total accounts
- 527
- AUM per client
- $399K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $670K |
| High net worth individuals | 38 | $30.4M |
| Pension and profit sharing plans | 81 | $71.4M |
| Individuals (other than high net worth individuals) | 162 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 28, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.