Engage Wealth Advisors, Llc
State-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 289996
· SEC file 801-136981
· Overland Park, KS
· WWW.ENGAGEADVISORS.COM
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $112M
- Discretionary
- $43.6M
- Clients
- 281
- Avg AUM / client
- $399K
- Accounts
- 527
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $9.5M | 8.52% |
| High net worth individuals | 38 | $30.4M | 27.2% |
| Pension and profit sharing plans | 81 | $71.4M | 63.7% |
| Other investment advisers | Fewer than 5 | $670K | 0.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew James Hinrichs | Registered representative | Nov 2017 (9y) | ||
| Taylor James Richardson | Registered representative | Nov 2017 (9y) | ||
| Caden Chance Barnard | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Capital Group $49.2M (44% of AUM) Jul 2026
- Charles Schwab & Co. $43.6M (39% of AUM) Jul 2026
- Empower Financial Services, Inc. $15.9M (14% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗