505 North Hwy 169
Suite 900
Plymouth, Minnesota 55441
Tel: 763-417-1700
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, formally registered with the SEC as WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. The firm was established in 12/21/2001. They have over 106 offices throughout the country.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $72,024,609,099 assets under management, offering retirement planning & investment advisory services to 154394 clients. The firm is staffed with 712 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116407 |
| SEC# | 801-60749 |
| Assets Managed by Firm | $72,024,609,099 |
| No. of Clients | 154394 |
| No. of Advisors | 712 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 154394 | $72,024,609,099 |
| Individuals (other than high net worth individuals) | 42522 | $16,982,588,782 |
| High net worth individuals | 15563 | $50,226,890,229 |
| Pension and profit sharing plans | 609 | $2,916,116,842 |
| Charitable organizations | 79 | $27,577,488 |
| Corporations or other businesses | 449 | $1,871,435,758 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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