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| Wealth Enhancement Advisory Services LLC
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|---|---|
| CRD # | 116407 |
| SEC # | 801-60749 |
| CIK # | 0001632972 |
| AUM | 122.2 B (2026-06-30) |
| Employees | 1,700 (50% Investors, 28% Brokers) |
| Phone | 763-417-1700 |
| Address | 505 N Highway 169 Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Nvidia Corp | 1.3 | ||
| Microsoft Corp | 1.0 | ||
| Amazon Com Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Micron Technology Inc | 0.6 | ||
| Johnson & Johnson | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53,562 | 72.3 |
| (b) Individuals (high net worth individuals) | 27,424 | 39.3 |
| (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 | 1,096 | 6.0 |
| (h) Charitable organizations | 643 | 0.8 |
| (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 | 1,201 | 1.8 |
| (n) Other | 1,075 | 2.0 |
| Total | 221,892 | 122.2 |
| By Discretionary | ||
| Discretionary | 172,300 | 94.3 |
| Non-Discretionary | 49,592 | 27.9 |
| Total | 221,892 | 122.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 121.9 | |
| Total | 221,892 | 122.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001632972] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.6B |
| Clients | 327 (1 non-US) |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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