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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 | 2025-08-25 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
2650 Mission St Suite 205, San Marino, CA 91108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | San Marino | CA | 08/2025 | Present |
| Wealth Enhancement Group | San Marino | CA | 03/2025 | Present |
| Pennymac | Westlake Village | CA | 10/2024 | 03/2025 |
| Pennymac | Westlake Village | CA | 07/2023 | 10/2024 |
| Pennymac | Westlake Village | CA | 04/2023 | 07/2023 |
| University Of Toronto | Toronto | 09/2019 | 03/2023 | |
| Unemployed | White Rock | 06/2019 | 09/2019 | |
| Earl Marriott Secondary School | Surrey | 09/2014 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
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