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Building 2THE WEALTH ENHANCEMENT GROUP, INC.

Map pinALPHARETTA, GA
Phone770-777-1845
NotebookSEC #801-66580
Total AUM
$336.2M
Employees
3
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1075 POWERS PLACE
ALPHARETTA
GA 30009
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
770-777-1845

ReceiptFinancials

Total AUM
$336.2M
Accounts
883
Discretionary
$336.2M
Accounts
883
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
169
AUM
$75.4M
HNW Individual Clients
139
AUM
$259.4M
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGANCPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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