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ENGAGE WEALTH GROUP, LLC
CRD 307915
211 WAUKEGAN ROAD, SUITE 300., NORTHFIELD, IL, 60093, United States
Phone
847-794-5000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$114.0M
Discretionary AUM
$114.0M
Team
2 total employees; 2 advisory reps; 12 broker-dealer reps
Clients
101-250
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)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $24.4M |
| High net worth individuals | 45 | $89.5M |
All web addresses on file
Official SEC filing: View on IAPD