Alaina Mattix

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

• 08/2016 → 07/2018
  The Vanguard Group, Inc.
  Charlotte, NC
• 09/2018 → 07/2021
  Reap Group, Llc
  Austin, TX
• 11/2021 → Present
  Wealth Enhancement Group
  Atlanta, GA
• 03/2022 → Present
  Wealth Enhancement Advisory Services
  Atlanta, GA
• 08/2021 → 10/2021
  Unemployed
  Atlanta, GA

Previous Registrations

• 2018-10-20 → 2021-08-10
  Reap Financial Group, Llc
  Austin, TX

Other Businesses

1. Wealth Enhancement Group - DBA for Wealth Enhancement Advisory Services. - investment related - Atlanta, GA - 0 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-08
• S63 Uniform Securities Agent State Law Examination
  2016-09-26

Other Names

• Alaina Mattix
• Alaina Michele Mattix