Joanna Marie Lograsso

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 → 05/2025
  Marcum Wealth
  Cleveland, OH
• 08/2022 → 12/2022
  St. Claire Advisors, Llc
  Mayfield Heights, OH
• 03/2020 → 07/2022
  Paragon Advisors, Inc.
  Shaker Heights, OH
• 01/2013 → 01/2020
  Student
  Cleveland, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Mayfield Village, OH

Previous Registrations

• 2025-05-12 → 2025-05-19
  Marcum Wealth, Llc
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-12

Other Names

• Joanna Lograsso