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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
12121 Wilshire Blvd Suite 1250, Los Angeles, CA 90025 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Capital Management Llc | Los Angeles | CA | 09/2016 | 07/2021 |
| Acorn Digital Wealth, A Division Of Oakwood Capital Management | Los Angeles | CA | 11/2016 | 07/2021 |
| Oakwood Capital Management Llc | Los Angeles | CA | 09/2014 | 09/2016 |
| Wealth Enhancement Group | Los Angeles | CA | 07/2021 | Present |
| Wealth Enhancement Advisory Services | Los Angeles | CA | 07/2021 | Present |
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