Engage Wealth Advisors, LLC: new SEC registration, $112M AUM, Overland Park, KS
Engage Wealth Advisors, LLC (Overland Park, Kansas): new SEC registration, $112M AUM, Overland Park, KS. Its amount of 112 is below the median of 134 (27th percentile). Dated 70 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 112 · 27th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 7 related KS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Engage Wealth Advisors, LLC |
| Legal name | Engage Wealth Advisors, LLC |
| CRD | 289996 |
| Status | Approved |
| Registered with the SEC | 2026-08-27 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Overland Park, KS, United States |
| Regulatory AUM | $112,114,154 |
| Accounts | 527 |
| Employees | 5 |
| Website | HTTP://WWW.ENGAGEADVISORS.COM/FINANCIAL-PLANNING/ |
| amount percentile | 27th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (8 KS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (KS first): Mcd-Kissner Gp, LLC · Prairie Advisory, LLC · Glass Lakes Capital Management LLC · Quantum Financial Partners LLC · Pathway Financial Solutions, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Engage Wealth Advisors, LLC and 8 Kansas peers
- Kansas NewRiaPulse records like this one: 8
- Engage Wealth Advisors, LLC's amount: 27th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Kansas peer: $1,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $112M under management.
- Website on file.
What is the NewRiaPulse record for Engage Wealth Advisors, LLC in Overland Park, Kansas?
Engage Wealth Advisors, LLC received SEC registration as an investment adviser (2026-08-27) with $112,114,154 in regulatory assets under management, based in Overland Park, KS.
How does Engage Wealth Advisors, LLC compare to other Kansas NewRiaPulse records?
Its amount of 112 is below the median (27th percentile); smaller records often move faster and face less competition. It is 70 days old; check the official source for later updates before acting.
Engage Wealth Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Engage Wealth Advisors, LLC | Overland Park, KS | 112 | 27th | 2026-08-27 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Kansas NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.