CRD: 116407
Wealth Enhancement Advisory Services, LLC
$122.2B Total AUM
$94.3B Disc. AUM
27.2% 3Y CAGR
1,700 Employees
85,328 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 12-21-2001
- Office Locations
- 306
Office Locations
1 Summit Court Suite 203 Fishkill NY
10 Pointe DR Suite 100 Brea CA
10 Post Office Square Suite 1200 S Boston MA
About Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC is a Plymouth-based RIA with 306 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. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
45 AVG AGE
$143.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1,700 Employees
850 Advisory Reps
850 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Vector eagle Timber Legacy radial Oak Wave glacier Unison signal
Investment Themes
Unison Harbor Frontier Momentum alpha Meridian Matrix
Investment Vehicles
Timber unison
Platform
Ridge Quantum crest Quantum insight
Services
Oak Unison fusion Legacy Optima capital Atlas beacon Vector Timber Alpha prime
Technology
Radial alpha
Owner & Executives
D
DONNA MARIE BAKER
--
- CRD
- --
- Ownership
- Less than 5%
(520) 651-7958
ember.peak@radialcapital.com
in linkedin.com/in/element-ember
MICHELLE ERIN BROWNSTEIN
--
- CRD
- #5621809
- Ownership
- Less than 5%
(614) 462-4330
summit.vector@quantumcapital.com
in linkedin.com/in/alpha-optima
F
Foundation radial
Glacier wave quantum
- CRD
- #47483
- Ownership
- 40.0%
(238) 547-5003
insight.pioneer@signalcapital.com
in linkedin.com/in/element-meridian
Showing 2 of 13 owners & executives
Unlock allContacts
Robert Paul Aamodt
--
- CRD
- #3037835
(296) 726-4962
crest.horizon@vertexcapital.com
in linkedin.com/in/pioneer-oak
ERIC MAYNARD AANES
--
- CRD
- #2309650
(688) 227-8066
alpha.element@crestcapital.com
in linkedin.com/in/pathway-alpha
F
Frontier delta
Legacy momentum summit
- CRD
- #69363
(457) 351-7187
eagle.pathway@legacycapital.com
in linkedin.com/in/ridge-vector
Showing 2 of 952 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $122,186,725,110
Public Funds:
16.5% Equity - Exchange:
4.0% Cash:
10.0% Corporate - Investment Grade:
12.4% Municipal Bonds:
17.8% U.S. Government/Agency:
7.0% Other:
16.4% Private Funds:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,074,476,602 | 16.5% |
| Equity - Exchange | $260,479,176 | 4.0% |
| Cash | $651,197,941 | 10.0% |
| Corporate - Investment Grade | $807,485,447 | 12.4% |
| Municipal Bonds | $1,159,132,335 | 17.8% |
| U.S. Government/Agency | $455,838,559 | 7.0% |
| Other | $1,067,964,623 | 16.4% |
| Private Funds | $1,035,404,726 | 15.9% |
| Total | $6,511,979,409 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL MERIDIAN FRONTIER | MATRIX UNISON | FBT62DBQL | FMPTV | 2.72% | $9,532,958 |
| DELTA INSIGHT OPTIMA | QUANTUM PRIME | F5SPR52QL | ZGIL | 4.18% | $95,115,954 |
| ZENITH FOUNDATION | TIMBER VERTEX | ZTFVB0FSZ | QBTPO | 1.39% | $119,749,130 |
| LEGACY EAGLE BEACON | MATRIX LEGACY | PURMY4PIA | KWIK | 1.86% | $38,517,174 |
| CAPITAL QUANTUM | NORTH CATALYST | 3W8L1CAI3 | ZRVW | 1.82% | $103,104,957 |
| PEAK BRIDGE | HARBOR NORTH | 61Q2HSTE2 | NSHSN | 1.17% | $55,521,765 |
| WAVE MERIDIAN | LEGACY LEGACY | 1MLLZS20S | BUE | 2.08% | $95,989,633 |
| PATHWAY TIMBER | WAVE MERIDIAN | 0WLBMMCFY | FSSDG | 8.72% | $74,540,012 |