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Engage Wealth Group, LLC

CRD 307915SEC# 801-136911Northfield, IL
Export (members)
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.
View on SEC.gov ↗

Engage Wealth Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexandrea GjertsenMember10-25%2021
Edward Walter Gjertsen II ControlManaging Member, Chief Compliance OfficerOver 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

Address211 Waukegan Road, Suite 300., Northfield, IL 60093
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$119.5M
Non-discretionary$0
Total (RAUM)$119.5M