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ENGAGE WEALTH GROUP, LLC

NORTHFIELD, IL · CRD 307915 · IAPD ↗ · 847-794-5000

$119.5MRegulatory AUM
2Advisory reps
3Employees
12Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — ENGAGE WEALTH GROUP, LLC (NORTHFIELD, IL) is newly SEC-registered with $119.5M RAUM and 2 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.