Wealth Enhancement Advisory Services is an investment advisor in Plymouth with $56.39 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
412016508
SEC advisor number
801-60749
FINRA CRD number
116407
AUM ?
$56.39 bn
(as of 16 Jun 23)
Accounts
128,050
(as of 16 Jun 23)
Address
Wealth Enhancement Advisory Services
505 NORTH HIGHWAY 169 SUITE 900
PLYMOUTH
MN 55441
505 NORTH HIGHWAY 169 SUITE 900
PLYMOUTH
MN 55441
Office hours
Monday - Friday, 8:00A.M.-5:00 P.M.
Phone
(763) 417 1700
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wealth Enhancement Group, LLC | Owner | 02/2003 | > 75% |
Dekko, Jeffrey, Thomas Harold | Chief Manager and President | 02/2003 | < 5% |
Weg Holdings, LLC | Owner | 10/2021 | 25-50% |
Cahn, James, Loren | Chief Investments & Business Development Officer | 09/2020 | < 5% |
Windorski, Kelly, Joseph | Chief Financial Officer and Treasurer | 07/2016 | < 5% |
Furcht, Elizabeth, Ann | Secretary | 02/2017 | < 5% |
Ta Xiii-a, L.P. | Owner | 10/2021 | > 75% |
Ta Xiii-b, L.P. | Owner | 02/2019 | > 75% |
Ta/weg Holdings, LLC | Owner | 10/2019 | > 75% |
Ta/weg Intermediate Holdings, LLC | Owner | 10/2019 | > 75% |
Weg Parent, LLC | Owner | 10/2019 | > 75% |
Ta Associates XIII GP, L.P. | General Partner | 02/2019 | |
Ta Associates XIII GP, L.P. | General Partner | 02/2019 | |
Weg Blocker, LLC | Owner | 10/2019 | > 75% |
Ta Associates Cayman LTD. | General Partner | 02/2019 | |
Ta Xiii-b Weg Subsidiary Partnership, L.P. | Owner | 10/2019 | 25-50% |
Ta Xiii-b, L.P. | Owner | 02/2019 | > 75% |
Ta Associates XIII GP, L.P. | General Partner | 02/2019 | |
Weg Sub Holdings, LLC | Owner | 08/2021 | > 75% |
Weg Sub Intermediate Holdings, LLC | Owner | 08/2021 | > 75% |
Weg Consolidated, LLC | Owner | 08/2021 | > 75% |
Ta-weg Aggregator, LLC | Owner | 10/2019 | 25-50% |
Onex Iso Holdco Corp. | Owner | 10/2021 | 25-50% |
Onex Iso Limited Partnership | Owner | 08/2021 | > 75% |
Onex Partners V LP | Owner | 08/2021 | > 75% |
Onex Partners V GP LP | General Partner | 03/2017 | |
Onex Partners V GP Limited | General Partner | 03/2017 | |
Onex Partners Holdings Limited Sarl | Owner | 06/2021 | > 75% |
Onex Partners Canadian GP Inc. | Owner | 03/2017 | > 75% |
Onex Corporation | Owner | 11/2007 | > 75% |
Hansen, Elizabeth, Ann | Chief Compliance Officer | 01/2022 | < 5% |
Vnak, Brian, James | Chief Advisory Officer | 04/2021 | < 5% |
Shideman, Frederick, James | Chief Technology, Information Security, Portfolio Account & Trading Officer | 01/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22