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Lea Marie Grace Mattia

Wealth Enhancement Advisory Services, LLC

Sarasota, FL

Plymouth, MN

CRD 7959501

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
  • FL RA
    APPROVED
    Since 2026-08-28

Branch Locations

1577 Fruitville Rd, Sarasota, FL 34236 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpan Sushi & Grill Sarasota FL 07/2020 08/2021
Pine View School Osprey FL 08/2015 05/2021
University Of Florida Gainesville FL 08/2021 05/2025
Wealth Enhancement Group Sarasota FL 07/2024 Present
Wealth Enhancement Advisory Services Sarasota FL 07/2026 Present
  • 07/2020 → 08/2021
    Jpan Sushi & Grill
    Sarasota, FL
  • 08/2015 → 05/2021
    Pine View School
    Osprey , FL
  • 08/2021 → 05/2025
    University Of Florida
    Gainesville , FL
  • 07/2024 → Present
    Wealth Enhancement Group
    Sarasota, FL
  • 07/2026 → Present
    Wealth Enhancement Advisory Services
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14
Other Names
  • Lea Mattia
  • Leamarie Mattia
  • Leamarie Grace Mattia

View on SEC IAPD

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Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

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