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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

ENGAGE WEALTH ADVISORS, LLC

CRD 289996

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:711ddfee-9845-2fd5-8b9e-bd19928fb493

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Aug 25, 2026 to Aug 25, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Engage Wealth Advisors, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.36 fund_share=0.01 institutional_share=0.64 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $112MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $43.6M
Private client RAUM: $40.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 36%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $37.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 527
Individual clients: 162
High net worth clients: 38
Custody, client assets: $0
SEC number: 801-136981
CRD: 289996
Filings on the tape: 1
First filed: Aug 25, 2026
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, KS
Website: engageadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TAYLOR JAMES RICHARDSON	n/a	OVERLAND PARK, KS	8	11	2	no
ANDREW JAMES HINRICHS	n/a	OVERLAND PARK, KS	8	11	2	no
Caden Chance Barnard	n/a	OVERLAND PARK, KS	2	13	n/a	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA ADVISORS LLC	3	Oct 25, 2017	Nov 1, 2017	OVERLAND PARK, KS	Team lift out	Other	0.9%

Relationships

Registered with (6)

← Caden Chance BarnardAdvisorregistration: current employment
Jul 8, 2024 to presentfactForm ADV
← TAYLOR JAMES RICHARDSONAdvisorregistration: current employment
Nov 1, 2017 to presentfactForm ADV
← ANDREW JAMES HINRICHSAdvisorregistration: current employment
Nov 1, 2017 to presentfactForm ADV
← BLAKE LIMBAUGHAdvisorregistration: previous registration
Apr 8, 2022 to Mar 21, 2023factForm ADV
← TRACY ROSE WILSONAdvisorregistration: previous registration
Oct 22, 2019 to Oct 12, 2021factForm ADV
← RYAN PAUL FORSTERAdvisorregistration: previous registration
Oct 31, 2017 to Jun 17, 2020factForm ADV

Affiliated with (1)

← ENGAGE ADVISORS WEALTH LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Moved with (1)

← CETERA ADVISORS LLCRegistered adviser3 advisors, team lift out
Oct 25, 2017 to Nov 1, 2017factForm ADV

Dated events

Occurred
Mar 21, 2023
Advisor changed firm
Blake Limbaugh left Engage Wealth Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2023-05-08)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:711ddfee-9845-2fd5-8b9e-bd19928fb493
First observed: Aug 25, 2026
Last observed: Aug 25, 2026 26 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENGAGE WEALTH ADVISORS, LLC

CRD 289996

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:711ddfee-9845-2fd5-8b9e-bd19928fb493

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TAYLOR JAMES RICHARDSON

n/a

OVERLAND PARK, KS

ANDREW JAMES HINRICHS

n/a

OVERLAND PARK, KS

Caden Chance Barnard

n/a

OVERLAND PARK, KS

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA ADVISORS LLC

Oct 25, 2017

Nov 1, 2017

OVERLAND PARK, KS

Team lift out

Other

0.9%