# Engage Wealth Advisors, LLC

> Engage Wealth Advisors, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 289996
- Filed as: ENGAGE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289996
- AdvisorCensus page: https://advisorcensus.com/firm/engage-wealth-advisors-llc-overland-park-ks-289996

## Quick answers

**How is Engage Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Engage Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Engage Wealth Advisors, LLC located?**
Engage Wealth Advisors, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Engage Wealth Advisors, LLC registered with the SEC or a state?**
Engage Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 289996.

**How much does Engage Wealth Advisors, LLC manage?**
Engage Wealth Advisors, LLC reports $112,114,154 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (39% discretionary).

**What types of clients does Engage Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (162); pension and profit sharing plans (but not the plan participants or government pension plans) (81); high net worth individuals (38).

**Which custodians does Engage Wealth Advisors, LLC use?**
Engage Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc., Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Engage Wealth Advisors, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289996

**What changed in Engage Wealth Advisors, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.
- Empower Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $112,114,154
- Discretionary: $43,597,247
- Non-discretionary: $68,516,907

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 162 | $9,548,747 |
| High net worth individuals | 38 | $30,446,727 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 81 | $71,448,265 |
| Other investment advisers | Fewer than 5 | $670,415 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289996

### Websites listed on Form ADV (Item 1.I)
- engageadvisors.com/FINANCIAL-PLANNING

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Engage Wealth Advisors, LLC (CRD 289996): Form ADV filing data as of October 2026.