Best Investors Account Sign in
Inactive

Cayden Alexander Kotowitz

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Irvine, CA

CRD 8152698

Claim This Profile
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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-09
  • CA RA
    APPROVED
    Since 2026-01-09

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

9911 Irvine Center Dr Suite 100, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of California Santa Barbara CA 01/2015 07/2019
Gogo Enterprises, Llc Chatsworth CA 07/2019 05/2023
Putman Group Irvine CA 05/2023 12/2025
Spectrum Wealth Management, Llc Irvine CA 12/2024 12/2025
Wealth Enhancement Group Irvine CA 12/2025 Present
Wealth Enhancement Advisory Services Irvine CA 12/2025 Present
  • 01/2015 → 07/2019
    University Of California
    Santa Barbara, CA
  • 07/2019 → 05/2023
    Gogo Enterprises, Llc
    Chatsworth, CA
  • 05/2023 → 12/2025
    Putman Group
    Irvine, CA
  • 12/2024 → 12/2025
    Spectrum Wealth Management, Llc
    Irvine, CA
  • 12/2025 → Present
    Wealth Enhancement Group
    Irvine, CA
  • 12/2025 → Present
    Wealth Enhancement Advisory Services
    Irvine, CA
Previous Registrations
  • 2025-12-19 → 2025-12-31
    Spectrum Wealth Management, Llc
    Irvine, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

More in Plymouth, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor