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Wealth Enhancement Advisory Services

Plymouth, MN

Website:

https://www.wealthenhancement.com/

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Plymouth, MN

Website:

https://www.wealthenhancement.com/

Leadership Interview

Company Details

Approximate AUM

$110,000,000,000

Fee model

Hybrid Flexible

Number of employees

1656

Custodians

Schwab

Pershing

Fidelity

Goldman Sachs

Description

Founded in 2001, Wealth Enhancement Advisory Services, LLC ("WEAS") traces its origins back to 1997, when four advisors sharing office space realized they held the same conviction: the financial services industry needed a better approach—one that would reduce the stress clients often experience in managing their financial lives. Out of that vision, the firm built a model designed to deliver comprehensive financial guidance under one roof, eliminating the need for clients to juggle multiple relationships or coordinate across scattered accounts. Over the past 24 years, this approach has developed into the firm’s Roundtable™—a collaborative team of specialists and advisors working across six core areas of wealth management: financial planning, retirement income planning, insurance, tax strategies, investment management, and estate planning. By examining each client’s financial life from every angle, the firm provides clarity and cohesion in areas that are often fragmented. WEAS expanded its mission in 2013 with the launch of its partnership program in Chicago, which has since grown to include offices in more than 30 states. Alongside this expansion, the firm has strengthened its digital marketing presence and built additional referral channels, while deepening its expertise in tax, trust, and estate planning. Today, WEAS continues to build on its founding belief, bringing a collaborative and comprehensive approach to wealth management for clients across the country.

Locations

971 E Turkeyfoot Lake Rd Ste C Akron OH 44312

975 34th Ave NW Ste 250 Rochester MN 55901

9360 Montgomery Rd Cincinnati OH 45242

9615 Levin Rd NW Ste 100 Silverdale WA 98383

950 E State Hwy 114 Ste 160 Southlake TX 76092

877 W Main St Ste 602 Boise ID 83702

936 E Williams Field Rd Ste 103 Gilbert AZ 85295

9 Coates Dr Ste 3 Goshen NY 10924

8909 N Port Washington Rd Unit 206 Milwaukee WI 53217

8161 Maple Lawn Blvd Ste 400 Fulton MD 20759

810 Madison Ave Ste 1 Mankato MN 56001

8000 Pennsylvania Cir NE Ste B Albuquerque NM 87110

8000 Maryland Ave Ste 710 Saint Louis MO 63105

796 Bielenberg Dr Ste 101 Saint Paul MN 55125

5801 Pelican Bay Blvd Ste 302 Naples FL 34108

7800 E Union Ave Ste 450 Denver CO 80237

775 Prairie Center Dr Ste 380 Eden Prairie MN 55344

756 Century Ave SW Hutchinson MN 55350

7700 E Arapahoe Rd Ste 110 Englewood CO 80112

724 Long Island Ave Deer Park NY 11729

708 Rte 134 Ste 10A South Dennis MA 2660

701 Carlson Pkwy Ste 410 Hopkins MN 55305

700 Larkspur Landing Cir Ste 109 Larkspur CA 94939

6991 E Camelback Rd Ste D Scottsdale AZ 85251

68 S Service Rd Fl 3 Melville NY 11747

6685 Beta Dr Cleveland OH 44143

6501 Peake Rd Bldg 300 Macon GA 31210

6333 Potrero Ave Ste 200 El Cerrito CA 94530

630 N Main St Farmington UT 84025

6201 Medau Pl Ste 101 Oakland CA 94611

6200 Baker Rd Ste 100 Eden Prairie MN 55346

611 Gateway Blvd Ste 120 South San Francisco CA 94080

601 Rte 73 N Ste 400 Marlton NJ 8053

60 E 42nd St Ste 1555 New York NY 10165

60 E 42nd St Ste 1050 New York NY 10165

60 Cuttermill Rd Ste 516 Great Neck NY 11021

6 Stone St Fl 4 New York NY 10004

5805 Coit Rd Ste 100 Plano TX 75093

5599 San Felipe St Ste 900 Houston TX 77056

5414 Oberlin Dr Ste 220 San Diego CA 92121

515 Marin St Ste 320 Thousand Oaks CA 91360

501 Office Center Dr Ste 101 Fort Washington PA 19034

500 Virginia St E Ste 1200 Charleston WV 25301

5 Centerpointe Dr Ste 270 Lake Oswego OR 97035

4870 Sadler Rd Ste 300 Glen Allen VA 23060

4901 Hunt Rd Ste 201 Cincinnati OH 45242

48 S Service Rd Ste 102 Melville NY 11747

4521 Sharon Rd Ste 400 Charlotte NC 28211

3900 Northwoods Dr Ste 130 Saint Paul MN 55112

44 Old Ridgebury Rd Ste 150 Danbury CT 6810

4445 Willard Ave Ste 600 Chevy Chase MD 20815

43141 Business Center Pkwy Ste 106 Lancaster CA 93535

440 Science Dr Ste 302 Madison WI 53711

4101 Lake Boone Trl Ste 116 Raleigh NC 27607

4 Mystic Ln Malvern PA 19355

4 Campus Dr Ste 100 Parsippany NJ 7054

393 Ramapo Valley Rd Ste 2 Oakland NJ 7436

310 Bay Rd Queensbury NY 12804

35 Village Rd Ste 100 Middleton MA 1949

350 W Burnsville Pkwy Ste 600 Burnsville MN 55337

340 E Clark Ave Santa Maria CA 93455

331 E Main St Ste 403 Rock Hill SC 29730

3320 W Market St Ste 300 Akron OH 44333

308A Ogden Ave Clinton WI 53525

3071 Voyager Dr Ste A Green Bay WI 54311

303 E Gurley St Ste 424 Prescott AZ 86301

300 N Corporate Dr Ste 270 Brookfield WI 53045

23190 Fashion Dr Ste 202 Estero FL 33928

300 Barr Harbor Dr Ste 175 Conshohocken PA 19428

1601 Market St Fl 4 Philadelphia PA 19103

30 Liberty Blvd Ste 200 Malvern PA 19355

2665 S Bayshore Dr Ste 230 Miami FL 33133

3 Hamilton Lndg Ste 260 Novato CA 94949

2650 Mission St Ste 205 San Marino CA 91108

2601 Kelley Pointe Pkwy Ste 202 Edmond OK 73013

253 Executive Park Blvd Ste 1 Winston Salem NC 27103

25 Union Pl Fl 3 Summit NJ 7901

23410 Grand Reserve Dr Ste 805 Katy TX 77494

25 Independence Blvd Ste 102 Warren NJ 7059

2401 Eastlawn Dr Midland MI 48642

2351 Connecticut Ave S Ste 310 Sartell MN 56377

23190 Fashion Dr Ste 201 Estero FL 33928

22722 29th Dr SE Ste 100 Bothell WA 98021

23 Old Kings Hwy S Ste 102 Darien CT 6820

223 Commercial St NE Ste 208 Salem OR 97301

2152 Tremont Ctr Columbus OH 43221

2030 E Speedway Blvd Ste 120 Tucson AZ 85719

2005 Madrona Ave SE Salem OR 97302

200 White Rd Ste 215 Little Silver NJ 7739

2000 Winton Rd S Ste 206 Rochester NY 14618

1999 Harrison St Ste 1530 Oakland CA 94612

200 Summit Dr Ste 420 Burlington MA 1803

1999 Harrison St Ste 1350 Oakland CA 94612

185 Asylum St Fl 25 Hartford CT 6103

1850 Mt Diablo Blvd Ste 100 Walnut Creek CA 94596

18211 Katy Fwy Ste 225 Houston TX 77094

1818 Market St Ste 3232 Philadelphia PA 19103

1700 Town Plaza Ct Winter Springs FL 32708

1800 West Loop S Ste 1900 Houston TX 77027

16701 Melford Blvd Ste 400 Bowie MD 20715

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Tax Planning

Banking

Family Office Services

Exit Planning / Investment Banking Services

Recent News

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

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Show your interest

Ready to show your interest to the buyer?

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Tax Planning

Banking

Family Office Services

Exit Planning / Investment Banking Services

Wealth Enhancement Advisory Services

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Wealth Enhancement Advisory Services's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Wealth Enhancement Advisory Services

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Wealth Enhancement Advisory Services's Ideal Partner

Company Videos

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