Engage Wealth Advisors, LLC

RIASEC & State Registered

Total AUM

$112M

Discretionary

$43.6M

39% of AUM

Avg account

$213K

Accounts

527

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 289996
Registered since: August 27, 2026
Website: engageadvisors.com
Custodians: CAPITAL CLIENT GROUP, INC., CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans63.73%
HNWI27.16%
Individuals8.52%
Other Investment Advisers0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Engage Wealth Advisors, LLC is an independent registered investment adviser that began SEC registration in 2026. The firm provides fee-based financial planning and portfolio management for individuals, families, small businesses and institutions, and it lists pension consulting among its advisory activities. Its client base includes both individual & family investors and institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Engage does not identify as an active ESG investor and does not act as a capital allocator.