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ENGAGE WEALTH ADVISORS, LLC
CRD 289996
7285 W. 132ND STREET, SUITE 140, OVERLAND PARK, KS, 66213, United States
Phone
913-681-9155
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$112.1M
Discretionary AUM
$43.6M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 162 | $9.5M |
| High net worth individuals | 38 | $30.4M |
| Pension/profit sharing plans | 81 | $71.4M |
All web addresses on file
Official SEC filing: View on IAPD