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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-05 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
5801 Pelican Bay Blvd Suite 302, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Partners, Inc. | Naples | FL | 08/2016 | 07/2017 |
| Breiter Capital Management, Inc. | Bradenton | FL | 07/2017 | 04/2022 |
| Wealth Enhancement Group | Naples | FL | 04/2022 | Present |
| Wealth Enhancement Advisory Services | Naples | FL | 04/2022 | Present |
WEALTH ENHANCEMENT GROUP - DBA NAME FOR WEALTH ENHANCEMENT ADVISORY SERVICES - BONITA SPRINGS, FL FAMILY TRUST - INVESTMENT RELATED - ESTERO, FL - ACT IN A FIDUCIARY CAPACITY - TRUSTEE OF FAMILY TRUST - START DATE: 06/2025 - 2 HOURS SPENT PER MONTH, 1 HOUR SPENT PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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