# ENGAGE WEALTH GROUP, LLC

ENGAGE WEALTH GROUP, LLC of NORTHFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 307915
- Type: SEC-registered investment adviser
- SEC file number: 801-136911
- Location: 211 WAUKEGAN ROAD, SUITE 300., NORTHFIELD, IL, 60093
- Phone: 847-794-5000
- Latest filing: 2026-07-14
- Regulatory AUM: $119.5M
- Discretionary AUM: $119.5M
- Clients: 3
- Accounts: 266

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Edward Walter Gjertsen Ii | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Alexandrea Gjertsen | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307915/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307915/similar
- Related entities: https://search.stillhousedata.com/firm/307915/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307915

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.