Sign in
Create a free account
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN
763-417-1700
SEC #801-60749Total AUM
$122.2B
Employees
1,700Clients
85,001Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
505 N HIGHWAY 169
SUITE 900
PLYMOUTH
MN 55441
United States
SUITE 900
PLYMOUTH
MN 55441
United States
Operating Hours
8:00A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
763-417-1700
Other Offices
184
Financials
Total AUM
$122.2B
Accounts
221,892Discretionary
$94.3B
Accounts
172,300Non-Discretionary
$27.9B
Accounts
49,592
Clients
Individual Clients
53,562AUM
$72.3B
HNW Individual Clients
27,424AUM
$39.3B
Pension/Profit Sharing Plan Clients
1,096AUM
$6B
Charitable Organization Clients
643AUM
$829.7M
Corporation or Business Clients
1,201AUM
$1.8B
Other Clients
1,075AUM
$2B
Description of Other Clients
IRREVOCABLE TRUSTS/ESTATES
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ERISA 3(38) INVESTMENT MANAGER
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.