Wealth Enhancement Advisory Services is an investment advisor in Plymouth with $52.61 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
412016508
SEC advisor number
801-60749
FINRA CRD number
116407
AUM ?
$56.39 bn
(as of 25 Sep 23)
Accounts
128,050
(as of 25 Sep 23)
Employees
0
(0 investment advisory or research)
Address
Wealth Enhancement Advisory Services
505 NORTH HIGHWAY 169 SUITE 900
PLYMOUTH
MN 55441
505 NORTH HIGHWAY 169 SUITE 900
PLYMOUTH
MN 55441
Phone
(763) 417 1700
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21