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| Engage Wealth Group LLC
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|
|---|---|
| CRD # | 307915 |
| SEC # | 801-136911 |
| CIK # | |
| AUM | $119.5 M (2026-06-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-794-5000 |
| Address | 211 Waukegan Road, Suite 300 Northfield, IL 60093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 17.8 |
| (b) Individuals (high net worth individuals) | 51 | 101.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 266 | 119.5 |
| By Discretionary | ||
| Discretionary | 266 | 119.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 266 | 119.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.5 | |
| Total | 266 | 119.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Solid Point Wealth Advisors LLC
✚
|
0.1 | |
|
Copperwood Financial Inc
✚
|
IL | 0.1 |
|
Chestnut Street Investment Counsel LLC
✚
|
PA | 0.1 |
|
Integrated Planning & Wealth Management LLC
✚
|
0.1 | |
|
Virtus Wealth Management LLC
✚
|
MO | 0.1 |
|
CMC Financial Group LLC
✚
|
GA | 0.1 |
|
Exceed Advisory LLC
✚
|
NY | 0.1 |
|
Avantia Investment Services LLC
✚
|
WA | 0.1 |
|
Wealth Coach LLC
✚
|
NY | 0.1 |
|
Carolina Strategy LLC
✚
|
0.1 |