Wealth Enhancement Group, LLC is a large advisory firm based in Wayzata. It manages $32.22 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Michigan, and Minnesota.
Wealth Enhancement Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Enhancement Group, LLC is $32.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Enhancement Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Gerald William Bernard has been acting as President since 1 Aug 1997. John Thomas Greenagel joined the executive team most recently as the Shareholder.
The principal office where Wealth Enhancement Group, LLC performs its advisory services is located at 125 West Lake Street, Wayzata, MN 55391 1572, which is also the mailing address of the firm. An additional office of the firm is in White Bear Lake, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 952-499-9579 or by fax 952-449-4886. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wealthenhancement.com.