PPrivate Fund Data Log in Join · $37/mo

Wealth Enhancement Advisory Services, LLC

● SEC registered since 2001CRD 116407SEC# 801-60749Plymouth, MN
Export (members)
Reg. AUM
$94.63B
Employees
1,230
Accounts
186,400
Location
Plymouth, MN

Wealth Enhancement Advisory Services, LLC assets under management

Wealth Enhancement Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Plymouth, MN. The firm has been registered since 2001. It reports $94.6 billion in regulatory assets under management and employs 1,230 people.

Wealth Enhancement Advisory Services, LLC owners & executives

44 reported
NameTitleOwnershipSince
Aisling Marie-Patricia Carroll-Transom ControlChief Partner Programs OfficerUnder 5%2025
Brian James Vnak ControlChief Advisory OfficerUnder 5%2021
Daniel Thomas Stampf ControlChief Product OfficerUnder 5%2025
See all 44 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Wealth Enhancement Advisory Services, LLC manage?

Wealth Enhancement Advisory Services, LLC reports $94.6 billion in regulatory assets under management on its Form ADV.

How many employees does Wealth Enhancement Advisory Services, LLC have?

Wealth Enhancement Advisory Services, LLC reports 1,230 employees.

Where is Wealth Enhancement Advisory Services, LLC located?

Wealth Enhancement Advisory Services, LLC is based in Plymouth, MN and has been SEC-registered since 2001.

Does Wealth Enhancement Advisory Services, LLC disclose fund performance?

Wealth Enhancement Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 N Highway 169, Suite 900, Plymouth, MN 55441
Phone763-417-1700
Fax763-417-1701
Office hours8:00a.m.-5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.79B
Non-discretionary$7.84B
Total (RAUM)$94.63B