CRD: 289996
Engage Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Comerica Bank · Empower
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-31-2017
- Office Locations
- 1
Office Locations
About Engage Wealth Advisors, LLC
Engage Wealth Advisors provides financial planning and investment management exclusively for dentists, supporting residents through practice transitions, family milestones, and retirement. The team works closely with Engage Advisors’ tax and accounting professionals to coordinate strategies and often reduce taxes. Planning is delivered through its data-driven Elements® system; portfolios commonly use ETFs and public funds.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW JAMES HINRICHS
Chief Executive Officer
- CRD
- #6474949
- Ownership
- Less than 5%
TAYLOR JAMES RICHARDSON
Chief Compliance Officer, Financial Advisor
- CRD
- #6450194
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Caden Chance Barnard
--
- CRD
- #7944640
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,597,247 | -- |
| Non-Discretionary | $68,516,907 | -- |
| Total | $112,114,154 | -- |
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Separately Managed Accounts
Total SMA Asset: $112,114,154
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,081,476,743 | 45.6% |
| Public Funds | $993,370,792 | 14.7% |
| Cash | $2,682,776,902 | 39.7% |
| Total | $6,757,624,437 | 100.0% |