Antonio Luis Montes De Oca

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 06/2024
  Rh Advisors, Llc
  Farmington, UT
• 08/2022 → 12/2022
  Utah State University
  Logan, UT
• 06/2022 → 07/2022
  Charles Schwab
  Westlake, TX
• 08/2021 → 05/2022
  Doordash
  Logan, UT
• 02/2021 → 07/2021
  Holladay Bank & Trust
  Holladay, UT
• 08/2020 → 01/2021
  Granite School District
  Kearns, UT
• 05/2020 → 08/2020
  Harland Clarke
  West Valley City, UT
• 09/2019 → 03/2020
  Dynata
  Logan, UT
• 08/2018 → 09/2019
  N/A
  N/A, UT
• 06/2018 → 08/2018
  Kearns Oquirrh Park Fitness Center
  Kearns, UT
• 08/2017 → 06/2018
  Granite School District
  Kearns, UT
• 05/2017 → 08/2017
  Rocky Mountain Raceway
  West Valley City, UT
• 01/2013 → 05/2017
  Granite School District
  Kearns, UT
• 07/2024 → Present
  Wealth Enhancement Group
  Farmington, UT
• 07/2024 → Present
  Wealth Enhancement Advisory Services
  Farmington, UT

Previous Registrations

• 2023-01-30 → 2024-07-03
  Rock House Financial
  Farmington, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-29

Other Names

• Antonio Luis Montesdeoca
• Antonio Luis Montes De Oca