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ENGAGE WEALTH ADVISORS, LLC

OVERLAND PARK, KS · CRD 289996 · IAPD ↗ · engageadvisors.com · 913-681-9155

$112.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
0States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — ENGAGE WEALTH ADVISORS, LLC (OVERLAND PARK, KS) is newly SEC-registered with $112.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.