Data / Investment advisers / Kansas / Engage Wealth Advisors, LLC
Engage Wealth Advisors, LLC, Overland Park, KS: $112 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Engage Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Overland Park, Kansas and reports $112 million in regulatory assets under management in its Form ADV filed October 6, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Engage Wealth Advisors, LLC (CRD number 289996): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 289996
- SEC file number
- 801-136981
- SEC status
- Approved, effective August 27, 2026
- Main office
- 7400 W. 130th Street Suite 320, Overland Park, KS 66213
- Phone
- (913) 681-9155
- Website
- engageadvisors.com
- Regulatory AUM
- $112,114,154 in the Form ADV filed October 6, 2026
- Discretionary AUM
- $43,597,247
- Non discretionary AUM
- $68,516,907
- Accounts
- 527
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 81 | $71.4 million |
| High net worth individuals | 38 | $30.4 million |
| Individuals (other than high net worth individuals) | 162 | $9.5 million |
| Other investment advisers | Fewer than 5 | $670,415 |
Other advisers in Overland Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Silverhawk Capital Partners, LLC | Overland Park | $138.9 million | 5 | adviserinfo.sec.gov |
| Konza Global Wealth Group | Overland Park | $125.2 million | Not listed | adviserinfo.sec.gov |
| UMB Private Wealth Management, LLC | Overland Park | $124.7 million | 4 | adviserinfo.sec.gov |
| Beyond Wealth | Overland Park | $122.5 million | Not listed | adviserinfo.sec.gov |
| Kompass Kapital Advisors, LLC | Overland Park | $116.6 million | Not listed | adviserinfo.sec.gov |
| Allos Investment Advisors, LLC | Overland Park | $73.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Overland Park, KS
- Investment advisers in Kansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Engage Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.