Omar Chyou

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 06/2017
  U.S. Bank Private Wealth Management
  San Francisco, CA
• 04/2012 → 06/2017
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
• 04/2020 → 06/2020
  Qualified Planning
  San Diego, CA
• 06/2017 → 09/2019
  First Western Trust
  Denver, CO
• 09/2019 → 06/2020
  Self Employed
  Broomfield, CO
• 07/2020 → 01/2023
  Mufg Union Bank
  San Jose, CA
• 08/2020 → 01/2023
  Unionbanc Investment Services
  San Francisco, CA
• 01/2023 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 02/2023 → 01/2026
  Bank Of America, N.A.
  Walnut Creek, CA
• 02/2026 → Present
  Wealth Enhancement Group
  San Ramon, CA
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  San Ramon, CA

Previous Registrations

• 2023-01-27 → 2026-02-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 2020-08-26 → 2023-02-21
  U.S. Bancorp Advisors, Llc
  Walnut Creek, CA
  Bloomfield, CO
  San Francisco, CA
• 2020-06-03 → 2020-09-02
  Qualified Planning
  Albany, CA
• 2013-03-08 → 2017-06-07
  U.S. Bancorp Investments, Inc.
  San Francisco, CA
  Minneapolis, MN
• 2011-01-03 → 2012-02-07
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
• 2009-11-27 → 2011-01-03
  Wells Fargo Investments, Llc
  Palo Alto, CA
  Palo Alto, CA
• 2007-05-29 → 2009-06-25
  Citigroup Global Markets Inc.
  Palo Alto, CA
• 2002-12-02 → 2007-05-29
  Citicorp Investment Services
  Palo Alto, CA
  Palo Alto, CA
• 2002-08-15 → 2002-10-22
  Ubs Financial Services Inc.
  San Francisco, CA

Other Businesses

1. HISPANIC CHAMBER OF COMMERCE - BOARD MEMBER - START DATE: 11/2025 - CONTRA COSTA COUNTY - 1 HOUR SPENT PER MONTH WITH 0 HOURS DURING TRADING - SITS ON BOARD TO ADVISE HOW TO BUILD OUT CHAMBER OF COMMERCE. 2. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - SAN RAMON, CA - FIXED INSURANCE - VP, FINANCIAL ADVISOR - START DATE: 04/2026 - 0 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-03
• S63 Uniform Securities Agent State Law Examination
  2020-05-16
• S66 Uniform Combined State Law Examination
  2001-03-30