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 91 offices throughout the country.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $56,392,714,492 assets under management, offering retirement planning & investment advisory services to 128050 clients. The firm is staffed with 0 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 116407 |
SEC# | 801-60749 |
Assets Managed by Firm | $56,392,714,492 |
No. of Clients | 128050 |
No. of Advisors | 0 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 128050 | $56,392,714,492 |
Individuals (other than high net worth individuals) | 34866 | $11,431,915,268 |
High net worth individuals | 13066 | $39,058,897,697 |
Pension and profit sharing plans | 517 | $4,142,971,374 |
Corporations or other businesses | 445 | $1,758,930,153 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$414,380,098,355 | 1953584 | 14187 | |
$146,724,120,981 | 88 | 106 | |
$118,495,198,000 | 3 | 175 | |
$117,569,820,349 | 67 | 3940 | |
$91,977,426,165 | 282 | 79 |
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