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Firm profile

Wealth Enhancement Advisory Services, LLC

PLYMOUTH, MNCRD 116407Latest ADV April 1, 2026

Wealth Enhancement Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company founded in 1997 with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated April 1, 2026, reports $122.2B in regulatory assets under management, 1,700 employees, 184 offices, and 221,892 accounts.

Assets Under Management
$122.2B
Employees
1,700
Offices
184 offices
Total Clients
85,001
Primary office
PLYMOUTH, MN
505 N HIGHWAY 169, SUITE 900, PLYMOUTH, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJeffrey T. H. Dekko
CCOJoseph A. Dieckhaus
CFOKelly J. Windorski

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
53,562
2
HNWI
32.3%
27,424
3
Corporations
1.4%
1,201
4
Pension Plans
1.3%
1,096
5
Irrevocable Trusts/Estates
1.3%
1,075

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$122.2Bas of April 1, 2026
Discretionary77.2%
$94.3B
77% of total RAUM77.2%
Non-discretionary22.8%
$27.9B
23% of total RAUM22.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$122.2B
Total Accounts221,892
10Y AUM Change+$116.4B (+2006.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,700
Clients per Employee50:1
10Y Employee Change+1,494 (+725.2%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.