Patricia Elizabeth Small

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

• 11/2010 → 06/2018
  Filomeno & Company, P.C.
  West Hartford, CT
• 06/2018 → 07/2020
  Marcum Wealth Management, Llc
  West Hartford, CT
• 06/2018 → 10/2024
  Marcum Llp
  West Hartford, CT
• 07/2020 → 05/2025
  Marcum Wealth, Llc
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Wilmington, VT
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Wilmington, VT

Previous Registrations

• 2020-09-22 → 2025-05-19
  Marcum Wealth, Llc
  Hartford, CT
  Cleveland, OH
• 2011-01-21 → 2020-10-02
  Marcum Wealth Management, Llc
  West Hartford, CT
  West Haven, CT

Other Businesses

PATRICIA SMALL - WILMINGTON, VT - RENTAL PROPERTY - OWNER - LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS PATRICIA SMALL - WIMINGTON, VT - TRUSTEE OF MULTIPLE TRUSTS - LESS THAN 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-20

Designations

• Personal Financial Specialist

Other Names

• Patricia Elizabeth Smith
• Patricia Elizabeth Small