CRD: 116407
Wealth Enhancement Advisory Services, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-21-2001
- Office Locations
- 316
Office Locations
About Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC is a Plymouth-based RIA with 316 offices. The firm has been operating for 24 years. Managing $122.2B in total assets under management, with 850 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 26, 2025 and June 30, 2026, reported AUM increased 29.1%, from $94.6B to $122.2B.
Across 5 reported observations, AUM increased 132.3% between September 16, 2022 and June 30, 2026, from $52.6B to $122.2B.
Of the latest reported AUM, 77.2% is discretionary and 22.8% is non-discretionary.
The firm reports 850 advisory representatives and 85,328 clients, or 100.4 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 316 reported office locations and 24 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Wealth Enhancement Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONNA MARIE BAKER
--
- CRD
- --
- Ownership
- Less than 5%
MICHELLE ERIN BROWNSTEIN
--
- CRD
- #5621809
- Ownership
- Less than 5%
Showing 2 of 14 owners & executives
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Robert Paul Aamodt
--
- CRD
- #3037835
ERIC MAYNARD AANES
Senior Vice President, Financial Advisor & Managing Director
- CRD
- #2309650
Showing 2 of 999 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,312,080,413 | $547,371 |
| Non-Discretionary | $27,874,644,697 | $562,079 |
| Total | $122,186,725,110 | $550,659 |
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Separately Managed Accounts
SMA allocation detail is available
Wealth Enhancement Advisory Services, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wealth Enhancement Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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