Engage Wealth Group, LLC
CRD 307915SEC# 801-136911Northfield, IL
No longer SEC-registered. Engage Wealth Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119.5M
Employees
3
Accounts
266
Location
Northfield, IL
Engage Wealth Group, LLC assets under management
Engage Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Northfield, IL. It reports $119.5 million in regulatory assets under management and employs 3 people.
Engage Wealth Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexandrea Gjertsen | Member | 10-25% | 2021 |
| Edward Walter Gjertsen II Control | Managing Member, Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Engage Wealth Group, LLC manage?
Engage Wealth Group, LLC reports $119.5 million in regulatory assets under management on its Form ADV.
How many employees does Engage Wealth Group, LLC have?
Engage Wealth Group, LLC reports 3 employees.
Where is Engage Wealth Group, LLC located?
Engage Wealth Group, LLC is based in Northfield, IL.
Does Engage Wealth Group, LLC disclose fund performance?
Engage Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 211 Waukegan Road, Suite 300., Northfield, IL 60093 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.5Mregulatory AUM
Discretionary $119.5M