# Engage Wealth Group, LLC: new SEC registration, $120M AUM, Northfield, IL

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Engage Wealth Group, LLC |
| Legal name | Engage Wealth Group, LLC |
| CRD | 307915 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-07-14 |
| Location | Northfield, IL, United States |
| Regulatory AUM | $119,515,527 |
| Accounts | 266 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/engage-wealth-group-llc?original_referer=https%3A%2F% |

## Why this score
- $120M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/307915). Last refreshed: 2026-10-28T20:49:58.746Z.
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.