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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 North Hwy 169
Suite 900
Plymouth, Minnesota 55441
Tel: 763-417-1700

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About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#116407
SEC#801-60749
Assets Managed by Firm$72,024,609,099
No. of Clients154394
No. of Advisors712

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (ERISA 3(38) INVESTMENT MANAGER)

Firm Client Information

No. of ClientsAUM
Firm Total154394$72,024,609,099
Individuals (other than high net worth individuals)42522$16,982,588,782
High net worth individuals15563$50,226,890,229
Pension and profit sharing plans609$2,916,116,842
Charitable organizations79$27,577,488
Corporations or other businesses449$1,871,435,758

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