Key facts
- Wealth Enhancement Group is a other based in Plymouth, Minnesota.
- Wealth Enhancement Group reports $258.7M in regulatory assets under management, per its SEC Form ADV (2026-04).
About Wealth Enhancement Group
Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The company specializes in comprehensive and customized financial planning, investment management, tax strategies, insurance, and estate planning services to mass affluent clients, enabling them to make more confident decisions and be less stressed when it comes to managing multiple financial relationships. The firm is a registered investment advisor (RIA).
Registered with the SEC
Form ADV · 2026-04 · CRD 116407- Regulatory AUM
- $258.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1700
- Registered office
- PLYMOUTH, MN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as WEALTH ENHANCEMENT ADVISORY SERVICES, LLC).
- ·Watchlist + alerts for Wealth Enhancement Group's activity
Portfolio
No portfolio companies for Wealth Enhancement Group are on record yet. Positions surface from round participations, filings, and coverage.
Frequently asked
- What is Wealth Enhancement Group's AUM?
- Wealth Enhancement Group manages approximately $118.4B in assets.