Perry Dennis Reghetti

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

• 03/2007 → 06/2017
  Wunderlich Securities, Inc.
  Hartville, OH
• 01/2003 → 06/2017
  Reghetti & Associates, Llc
  Hartville, OH
• 06/2017 → 05/2025
  Marcum Wealth, Llc
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Akron, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Akron, OH

Previous Registrations

• 2017-08-02 → 2025-05-20
  Marcum Wealth, Llc
  Akron, OH
  Cleveland, OH
• 2007-03-01 → 2017-06-19
  B. Riley Wealth Management
  Memphis, TN
  Hartville, OH
  Akron, OH
• 2009-04-09 → 2015-07-20
  Reghetti & Associates, Llc
  Hartville, OH
  Akron, OH
• 2003-01-17 → 2007-03-01
  Capital Securities Of America, Inc.
  Hartville, OH
  Hartville, OH
• 2002-01-04 → 2003-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Exams

• S66 Uniform Combined State Law Examination
  1999-05-12

Other Names

• Perry D Reghetti