Investment adviser · CRD 116407
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Investment adviser filing (IA)
PLYMOUTH, MN, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $122B Form ADV · Item 5.F
- Client accounts
- 221,892 Accounts, not individual clients
- Employees
- 1,700 Reported in this filing
- Advisory professionals
- 850 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 53,562 | $72,281,254,240 | 59.2% |
| High-net-worth individuals | 27,424 | $39,320,292,735 | 32.2% |
| Retirement plans | 1,096 | $5,953,155,399 | 4.9% |
| Other clients | 1,075 | $2,003,262,292 | 1.6% |
| Corporations & businesses | 1,201 | $1,799,010,730 | 1.5% |
| Charities | 643 | $829,749,714 | 0.7% |
Filing source
Form ADV 2127130 · Aug 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
505 N HIGHWAY 169, SUITE 900PLYMOUTH, MN, 55441, United States
CRD 116407
Filing source
Form ADV 2127130 · Aug 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.