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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-01 |
Branch Locations
936 E Williams Field Rd Suite 103, Gilbert, AZ 85298 • 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 |
|---|---|---|---|---|
| Secure Investment Managment, Llc | Tucson | AZ | 04/2016 | 08/2017 |
| J.D. Mellberg Financial | Tucson | AZ | 04/2016 | 08/2017 |
| Joshua Manwaring, Llc | Chandler | AZ | 04/2014 | 07/2025 |
| Trajan Wealth, Llc | Scottsdale | AL | 08/2017 | 12/2020 |
| Pilot Mortgage, Llc | Gilbert | AZ | 09/2017 | 02/2019 |
| Manwaring Wealth Management | Chandler | AZ | 11/2023 | 07/2025 |
| Wealth Enhancement Group | Gilbert | AZ | 08/2025 | Present |
| Wealth Enhancement Advisory Services | Gilbert | AZ | 08/2025 | Present |
WEALTH ENHANCEMENT GROUP - GILBERT, AZ - FIXED INSURANCE/ANNUITY SALES - 15 HOURS PER MONTH, 15 HOURS DURING TRADING HOURS. JOSHUA MANAWARING - GILBERT, AZ - FIXED INSURANCE/ANNUITY SERVICING - 15 HOURS PER MONTH, 15 HOURS DURING TRADING HOURS. HAPPY TRAILS HOLDINGS - GILBERT, AZ - RENTAL PROPERTY - OWN AND RENT COMMERCIAL PROPERTY - 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-01 |
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