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| Wealth Enhancement Advisory Services LLC
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| |
|---|---|
| CRD # | 116407 |
| SEC # | 801-60749 |
| CIK # | 0001632972 |
| AUM | $72.0 BB (2024-08-23) |
| Employees | 712 (86% Investors, 49% Brokers) |
| Phone | 763-417-1700 |
| Address | 505 North Hwy 169 Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.3 | |
| MSFT | 1,918.2 | 1.0 | |
| NVDA | 399.6 | 0.8 | |
| AMZN | 1,093.0 | 0.5 | |
| GOOGL | 1,475.1 | 0.4 | |
| JPM | 340.2 | 0.3 | |
| PG | 338.1 | 0.3 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42,522 | 17.0 |
| (b) Individuals (high net worth individuals) | 15,563 | 50.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 609 | 2.9 |
| (h) Charitable organizations | 79 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 449 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 154,394 | 72.0 |
| By Discretionary | ||
| Discretionary | 153,544 | 68.9 |
| Non-Discretionary | 850 | 3.2 |
| Total | 154,394 | 72.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 71.9 | |
| Total | 154,394 | 72.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001632972] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Osaic Wealth Inc
✚
|
AZ | 94.6 |
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 87.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 85.9 |
|
MML Investors Services LLC
✚
|
MA | 72.8 |
|
Rathbones Investment Management Limited
✚
|
63.6 | |
|
Truist Advisory Services Inc
✚
|
GA | 61.4 |
|
Invesco Asset Management Japan Limited
✚
|
56.5 | |
|
Fiducient Advisors LLC
✚
|
IL | 55.9 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
55.8 | |
|
Mawer Investment Management Ltd
✚
|
49.6 |