Engage Wealth Advisors, LLC registers with the SEC (Overland Park, KS)

New SEC-registered adviser · CRD 289996 · 801-136981 · effective 2026-08-27

Effective 2026-08-27. 5 employees (3 advisory), $112M regulatory AUM across 527 accounts. Notice-filed in CA, IL, KS, NE, MO, TX. Limited Liability Company (KS).

Notice-filed in 5+ states

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

Compliance consulting
RIA software (CRM, portfolio, billing)
Archiving & surveillance
Cybersecurity / managed IT
E&O insurance