# Engage Wealth Group, LLC

> Engage Wealth Group, LLC is an SEC-registered investment advisory firm in Northfield, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 307915
- Filed as: ENGAGE WEALTH GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307915
- AdvisorCensus page: https://advisorcensus.com/firm/engage-wealth-group-llc-northfield-il-307915

## Quick answers

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

**What does Engage Wealth Group, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 29, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Engage Wealth Group, LLC located?**
Engage Wealth Group, LLC's principal office is in Northfield, IL, according to its Form ADV.

**Is Engage Wealth Group, LLC registered with the SEC or a state?**
Engage Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307915.

**How much does Engage Wealth Group, LLC manage?**
Engage Wealth Group, LLC reports $119,515,527 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**What types of clients does Engage Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (43).

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

**Does Engage Wealth Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307915

**What changed in Engage Wealth Group, 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)

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our maximum investment advisory fee is 1.50%, or we may negotiate a lower advisory fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $119,515,527
- Discretionary: $119,515,527
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $17,789,694 |
| High net worth individuals | 51 | $101,725,833 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NC, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- engagewealthgroup.com
- LinkedIn @engage-wealth-group-llc
- X @EdGjertsenII
- X @engagewealth

## 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 Group, LLC (CRD 307915): Form ADV filing data as of October 2026.