Key facts
- Wealth Enhancement Group’s last known valuation is $107.0M (Jun 2015).
- It has raised $741.6M; the latest was PE Growth/Expansion ($500K) in Apr 2026.
- Notable investors include Primark Capital, Onex, TA Associates Management.
- Status: Privately Held (backing).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for Wealth Enhancement Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Wealth Enhancement Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Wealth Enhancement Group
Provider of financial advisory and wealth management services intended for comprehensive personal and institutional financial planning. The company integrates investment management, retirement strategies, tax-efficient planning, and insurance solutions, enabling clients to achieve long-term financial security and optimized wealth outcomes.
- Sector
- Financial Services
- HQ
- Plymouth, MN, United States
- Founded
- 1997
- Employees
- 1,841
- Website
- wealthenhancement.com/
- Ownership
- Privately Held (backing)
Wealth Enhancement Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Wealth Enhancement Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Wealth Enhancement Group in its N-PORT filings yet. We sweep new filings monthly.