wealth Enhancement Advisory Services, LLC

Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients — individuals (including high-net-worth), trusts and estates, charitable organizations, corporations, and retirement plans — through a network of hundreds of advisors and multiple program offerings. The firm provides financial planning and consulting, discretionary and non-discretionary asset management, referrals to separately managed account managers, and specialized retirement plan consulting across programs such as no-transaction-fee mutual fund management, ETF model portfolios, and institutional solutions.

The firm’s investment process emphasizes strategic allocation across risk classes and a combination of passive and active managers, guided by an internal Investment Committee and periodic rebalancing; research incorporates quantitative and fundamental analysis and targets factor premiums such as value and momentum. WEAS also integrates third‑party model and sub‑advisors, manages held‑away accounts via a third‑party platform, and offers services that can include tax and values overlay, managed variable annuities, and separately managed account strategies.

Compared with many peers, WEAS’s brochure highlights several firm‑specific practices: it discloses arrangements where clients’ accounts and billing may be transitioned in line with predecessor adviser relationships and indicates the firm advertises predecessor performance in some cases. The brochure also documents common enterprise‑level affiliations and potential conflicts — for example, an affiliated broker‑dealer (WEBS), sub‑advisory relationships with an affiliate investment manager, disclosed revenue‑sharing arrangements with alternative‑investment platforms, and incentive compensation or equity awards for advisors tied to assets under management.