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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Enhancement Advisory Services LLC
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| CRD # | 116407 |
| SEC # | 801-60749 |
| CIK # | 0001632972 |
| AUM | $94.6 B (2025-06-30) |
| Employees | 1,230 (59% Investors, 43% Brokers) |
| Phone | 763-417-1700 |
| Address | 505 N Highway 169 Plymouth, MN 55441 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001632972 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Nvidia Corp | 1.2 | ||
| Amazon Com Inc | 0.8 | ||
| J P Morgan Chase & Co | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Facebook Inc | 0.4 | ||
| VISA Inc | 0.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59,341 | 41.8 |
| (b) Individuals (high net worth individuals) | 10,254 | 46.2 |
| (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 | 722 | 4.2 |
| (h) Charitable organizations | 378 | 1.5 |
| (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 | 139 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 186,400 | 94.6 |
| By Discretionary | ||
| Discretionary | 176,044 | 86.8 |
| Non-Discretionary | 10,356 | 7.8 |
| Total | 186,400 | 94.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 94.5 | |
| Total | 186,400 | 94.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001632972] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 102.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 100.8 |
|
Record Currency Management Limited
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|
100.6 | |
|
MML Investors Services LLC
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|
MA | 90.0 |
|
Truist Advisory Services Inc
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|
GA | 67.7 |
|
Fiducient Advisors LLC
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|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Rathbones Investment Management Limited
✚
|
67.0 | |
|
Invesco Asset Management Japan Limited
✚
|
61.5 | |
|
Mercer Global Advisors Inc
✚
|
CO | 60.3 |