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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD 116407File 801-60749
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$122.19B
Top 10% of cohort (national)
Discretionary AUM
$94.31B
Non-discretionary $27.87B
Clients
83,926
221,892 accounts
Employees
1,700
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 21, 2001
- Principal office
- 505 N HIGHWAY 169, SUITE 900, PLYMOUTH, MN, 55441
- Phone
- 763-417-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $122.19B
- Discretionary AUM
- $94.31B
- Non-discretionary AUM
- $27.87B
- Discretionary accounts
- 172,300
- Non-discretionary accounts
- 49,592
- Total accounts
- 221,892
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,201 | $1.80B |
| Charitable organizations | 643 | $829.7M |
| High net worth individuals | 27,424 | $39.32B |
| Pension and profit sharing plans | 1,096 | $5.95B |
| Individuals (other than high net worth individuals) | 53,562 | $72.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 85001 | 83926 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.