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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

165 Wells Rd Ste 407 Orange Park FL 32073

164 W Main St Ste F New Market MD 21774

1577 Fruitville Rd Sarasota FL 34236

1575 Iyannough Rd Hyannis MA 2601

1550 Timothy Rd Ste 102 Athens GA 30606

1545 Associates Dr Ste 102 Dubuque IA 52002

14850 Quorum Dr Ste 350 Dallas TX 75254

1409 140th Pl NE Ste 210 Bellevue WA 98007

1432 Techny Rd Northbrook IL 60062

132 S Main St Ste 300 Greensburg PA 15601

14567 N Outer 40 Rd Ste 300 Chesterfield MO 63017

1485 Monroe Ave Rochester NY 14618

14800 Galaxie Ave Ste 104 Saint Paul MN 55124

128 E Benson St Ste A Anderson SC 29624

128 Broadway Bangor ME 4401

1241 John Q Hammons Dr Madison WI 53717

1241 Southridge Ct Ste 104 Hurst TX 76053

1241 John Q Hammons Dr Ste 100 Madison WI 53717

124 Verdae Blvd Ste 504 Greenville SC 29607

1223 Shelburne Rd Ste 410 South Burlington VT 5403

1221 Broadway Ste 1925 Nashville TN 37203

12121 Wilshire Blvd Ste 1250 Los Angeles CA 90025

1210 Jordan St Ste 3 North Liberty IA 52317

120 C Ave Ste 170 Coronado CA 92118

1131 Fairview Ave Ste 203 Bowling Green KY 42103

1127 Pope St Ste 101 Saint Helena CA 94574

1100 Abernathy Rd Ste 500 Atlanta GA 30328

112 Westwood Pl Ste 210 Brentwood TN 37027

1110 Opal Ct Ste 1 Hagerstown MD 21740

11 Stanwix St Ste 2310 Pittsburgh PA 15222

110 Daniel Dr Ste 11 Uniontown PA 15401

10960 Wilshire Blvd Ste 405 Los Angeles CA 90024

10751 Deerwood Park Blvd Ste 302 Jacksonville FL 32256

1075 Powers Pl Alpharetta GA 30009

10733 Sunset Office Dr Ste 225 Saint Louis MO 63127

1055 Jordan Creek Pkwy Ste 224 West Des Moines IA 50266

10461 6 Mile Cypress Pkwy Ste 503 Fort Myers FL 33966

1040 Pittsford Victor Rd Pittsford NY 14534

10440 Little Patuxent Pkwy Ste 570 Columbia MD 21044

103 W Broad St Ste 500 Falls Church VA 22046

10135 SE Sunnyside Rd Ste 210 Clackamas OR 97015

101 Wood Ave S Fl 6 Iselin NJ 8830

10077 Grogan's Mill Rd Ste 150 Spring TX 77380

1001 Conshohocken State Rd Ste 600 Conshohocken PA 19428

1001 3rd Ave W Ste 450 Bradenton FL 34205

100 Summer St Ste 1600 Boston MA 2110

100 Saint Paul St Ste 640 Denver CO 80206

100 Batson Ct Ste 102 New Lenox IL 60451

1 Summit Ct Ste 203 Fishkill NY 12524

10 Post Office Sq Ste 1200S Boston MA 2109

10 Post Office Sq Ste 1200 Boston MA 2109

10 Pointe Dr Ste 100 Brea CA 92821

100 E Pierce Rd Ste 105 Itasca IL 60143

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

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Show your interest

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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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