← Tributary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · CRD 116407 · IAPD ↗ · wealthenhancement.com · 763-417-1700

$122.19BRegulatory AUM
850Advisory reps
1700Employees
327Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 144 -> 184 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 29% ($94.63B -> $122.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC grew from 730 to 850 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 105 -> 144 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 31% ($72.02B -> $94.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC grew from 615 to 730 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
August 2024 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC grew from 0 to 615 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added office(s): 90 -> 105 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported RAUM up 28% ($56.39B -> $72.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.