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Engage Wealth Group, LLC registers with the SEC (Northfield, IL)
New SEC-registered adviser · CRD 307915 · 801-136911 · effective 2026-08-05
Effective 2026-08-05. 3 employees (2 advisory), $120M regulatory AUM across 266 accounts. Notice-filed in NH, IL, NC. Limited Liability Company (IL).
Has custody
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)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance