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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
18211 Katy Fwy Suite 225, Houston, TX 77094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | Houston | TX | 10/2025 | Present |
| Wealth Enhancement Group | Houston | TX | 11/2024 | Present |
| Westwood Holdings Group | Houston | TX | 03/2021 | 11/2024 |
| Ameriprise Financial Services | Houston | TX | 10/2020 | 03/2021 |
| University Of Houston | Houston | TX | 08/2017 | 12/2020 |
| Bellaire High School | Houston | TX | 08/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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