Overview
Assets Under Management: $212 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 100
Average Client Assets: $1.4 million
Frequently Asked Questions
THE WEALTH ENHANCEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126060), THE WEALTH ENHANCEMENT GROUP, INC. is subject to fiduciary duty under federal law.
THE WEALTH ENHANCEMENT GROUP, INC. is headquartered in ALPHARETTA, GA.
THE WEALTH ENHANCEMENT GROUP, INC. serves 100 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, THE WEALTH ENHANCEMENT GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
THE WEALTH ENHANCEMENT GROUP, INC. manages $212 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, THE WEALTH ENHANCEMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.85%
Average Client Assets: $1.4 million
Total Client Accounts: 863
Discretionary Accounts: 863
Regulatory Filings
CRD Number: 126060
Filing ID: 1196897
Last Filing Date: 2018-03-29 11:25:00