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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#116407
SEC# 801-60749
Assets Managed by Firm $56,392,714,492
No. of Clients 128050
No. of Advisors 0

Fee Structure

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

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total128050$56,392,714,492
Individuals (other than high net worth individuals)34866$11,431,915,268
High net worth individuals13066$39,058,897,697
Pension and profit sharing plans517$4,142,971,374
Corporations or other businesses445$1,758,930,153
Inquire with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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