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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-2020
- Office Locations
- 1
Office Locations
About Engage Wealth Group, LLC
Engage Wealth Group is a fee-only, fiduciary advisory firm providing comprehensive financial planning and ongoing asset management for individuals and families (including entrepreneurs). Planning work spans retirement, tax, estate, and insurance/risk analysis, with portfolios implemented primarily using public funds such as ETFs and mutual funds alongside fixed income. Founder Ed Gjertsen II is a prominent fiduciary-standard advocate and former national chair of the Financial Planning Association.
Team overview
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Client Personas
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Platform
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Owner & Executives
EDWARD WALTER GJERTSEN II
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2347514
- Ownership
- 75% or more
Alexandrea Gjertsen
Founder
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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ANDREW FELLER GJERTSEN
--
- CRD
- #6220083
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,515,527 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,515,527 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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