Wealth Manager
    SEC Registered
    Manages Private Funds

    Wealth Enhancement Advisory Services, LLC

    Registered investment advisor · Plymouth, Minnesota · CRD #116407

    Assets Under Management
    $122.2B
    Client Accounts
    221,892
    Employees
    1,700
    CRD Number
    116407
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity (national Financial Services, Llc)

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealth Enhancement Advisory Services, LLC

    Wealth Enhancement is an independent registered investment advisor and wealth management firm founded in 1997 by four financial professionals in Minneapolis. The firm has rapidly grown to become one of the nation's fastest-growing RIAs, managing over $100 billion in assets as of 2025, with a goal of reaching $1 trillion. Wealth Enhancement operates 165 offices across the country, providing a team-based approach to financial planning and building trusted partnerships with clients. The firm offer

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealth Enhancement Advisory Services, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Wealth Enhancement Advisory Services, LLC's AUM?

    Wealth Enhancement Advisory Services, LLC reports approximately $122.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealth Enhancement Advisory Services, LLC headquartered?

    Wealth Enhancement Advisory Services, LLC is headquartered in Plymouth, Minnesota.

    What is Wealth Enhancement Advisory Services, LLC's CRD number?

    Wealth Enhancement Advisory Services, LLC's CRD number is 116407. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealth Enhancement Advisory Services, LLC manage?

    Wealth Enhancement Advisory Services, LLC manages approximately 221,892 client accounts according to its latest SEC filing.

    Is Wealth Enhancement Advisory Services, LLC SEC registered?

    Yes, Wealth Enhancement Advisory Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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