Wealth Enhancement Group, LLC (Wayzata)

Name: Wealth Enhancement Group, LLC
Address: 125 West Lake Street, Wayzata, MN, 55391 1572
Telephone: 952-499-9579

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.

Wealth Enhancement Group: assets under management

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 firm manages $32.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.96 thousand each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Enhancement Group, LLC

Gerald William Bernard has been acting as President since 1 Aug 1997. John Thomas Greenagel joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald William Bernard	Chairman	1 Aug 1997	Other	827702
Madeleine Kay Bernard	Chief operations officer	1 Aug 1997	Other	1493787
Bruce Wayne Helmer	President	1 Aug 1997	25% - 50%	1335674
David John Hess	Vice chairman	1 Aug 1997	Other	2276782
John Anthony Castino	Senior vice-president	1 Oct 1999	Other	1633327
Morgan Peter Schleif	Senior vice-president	1 Nov 1999	Other	2238685
John Thomas Greenagel	Shareholder	1 Jun 2001	Other	3018080
Jeff John Hockert	Vice president	1 Jun 2001	Other	2510513
Melinda Lane Lundberg	Senior vice president	1 Jun 2001	Other	2855271
Edward Bud Pappas	Senior vice president	1 Jun 2001	Other	2842584
Peter John Rohde	Senior vice president	1 Jun 2001	Other	4353043
Margaret Mary (Chromy) Webb	Senior vice president	1 Jun 2001	Other	1234589

Based in Wayzata

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.