Wealth Enhancement Advisory Services, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$122,186,725,110 as of October 2026, filing dated August 20, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Also doing business as

WEALTH ENHANCEMENT, WEALTH ENHANCEMENT GROUP, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2001 (24 years)

Employees

Total: 1,700. Performing investment advisory functions: 850.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

180 other offices, as of the September 2026 filing

Addison, TXAkron, OHAlbuquerque, NMAlexandria, MNAlpharetta, GAAnderson, SCAnn Arbor, MIApple Valley, MNAppleton, WIArden Hills, MNArroyo Grande, CAAthens, GAAtlanta, GABangor, MEBaton Rouge, LABaxter, MNBayside, WIBellevue, WABend, ORBlue Ash, OHBlue Bell, PABoca Raton, FLBoise, IDBoston, MABothell, WABowling Green, KYBradenton, FLBrea, CABrentwood, TNBrookfield, WIBurlington, MABurnsville, MNCarmel, INCedar Falls, IACentennial, COCharleston, WVCharlotte, NCChesterfield, MOChevy Chase, MDCincinnati, OHClackamas, ORClayton, MOCleveland, OHClinton, WICoconut Grove, FLColumbia, MDColumbus, OHCoronado, CACupertino, CADallas, TXDanbury, CTDarien, CTDecatur, GADeer Park, NYDeerfield, ILDenver, CODrayton, SCDubuque, IAEden Prairie, MNEdmond, OKEl Cerrito, CAElkhart, INEllsworth, MEFairlawn, OHFarmington, UTFishkill, NYFolsom, CAFort Myers, FLFort Washington, PAFulton, MDGilbert, AZGlen Allen, VAGoshen, NYGrand Rapids, MNGreat Neck, NYGreen Bay, WIGreensburg, PAGreenville, SCHagerstown, MDHartford, CTHickory, NCHouston, TXHuntsville, ALHurst, TXHutchinson, MNHyannis, MAIrvine, CAIselin, NJItasca, ILJacksonville, FLKaty, TXLacey, WALafayette, INLake Oswego, ORLancaster, CALarkspur, CALas Vegas, NVLee'S Summit, MOLittle Silver, NJLogan, UTLompoc, CALongview, TXLos Angeles, CAMacon, GAMadison, WIMalvern, PAMankato, MNMarlton, NJMcKinney, TXMelbourne, FLMelville, NYMiddleton, MAMidland, MIMinnetonka, MNNaples, FLNashville, TNNew Lenox, ILNew Market, MDNew Orleans, LANew York, NYNorth Liberty, IANorthborough, MANorthbrook, ILNorthfield, NJNovato, CAOakland, CAOakland, NJOklahoma City, OKOrange Park, FLOrcutt, CAOshkosh, WIOswego, NYOverland Park, KSParsippany, NJPhiladelphia, PAPittsburgh, PAPittsford, NYPlano, TXPortland, ORQueensbury, NYRaleigh, NCReno, NVRochester, MNRochester, NYRock Hill, SCRocky River, OHRolla, MOSaginaw, MISalem, ORSan Diego, CASan Marino, CASarasota, FLSartell, MNScottsdale, AZSilverdale, WASouth Burlington, VTSouth San Francisco, CASouthlake, TXSt Helena, CASt Louis, MOSt. Petersburg, FLSummit, NJTacoma, WATampa, FLThe Woodlands, TXThousand Oaks, CATucson, AZUniontown, PAVienna, VAVirginia Beach, VAWalnut Creek, CAWarren, NJWashington, MOWenatchee, WAWest Chester, OHWest Conshohocken, PAWest des Moines, IAWinston-Salem, NCWinter Springs, FLWoodbury, MN

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $24,264,055,260 in the October 2021 data and $122,186,725,110 in the October 2026 data, up 404%.

Total employees: 409 in October 2021 and 1,700 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Changed its office addresses in Brentwood, TN.
   • Added an office in Huntsville, AL.
   • Added an office in Lacey, WA.
   • Added an office in Northbrook, IL.
   • Added an office in Oklahoma City, OK.
   • Added an office in Vienna, VA.
   • No longer lists an office in Falls Church, VA.
   • Updated its list of owners and control persons (Schedule A).
2. August 2026
   • Changed its office addresses in Bellevue, WA.
   • Added an office in Raleigh, NC.
   • Updated its list of owners and control persons (Schedule A).
3. July 2026
   • Changed its office addresses in Boston, MA.
   • Changed its office addresses in Logan, UT.
   • Changed its office addresses in San Diego, CA.
   • Changed its office addresses in Virginia Beach, VA.
   • Added an office in Albuquerque, NM.
   • Added an office in Ann Arbor, MN.
   • Added an office in Atlanta, GA.
   • Added an office in Bellevue, WA.
   • Added an office in Bend, OR.
   • Added an office in Cupertino, CA.
   • Added an office in McKinney, TX.
   • Added an office in Melbourne, FL.
   • Added an office in Overland Park, KS.
   • Added an office in Portland, OR.
   • Added an office in Salem, OR.
   • Added an office in Washington, MO.
   • No longer lists an office in Bowie, MD.
   • No longer lists an office in Estero, FL.
4. May 2026
   • Added an office in Appleton, WI.
   • Added an office in Baton Rouge, LA.
   • Added an office in Drayton, SC.
   • Added an office in Logan, UT.
   • Added an office in Oshkosh, WI.
5. April 2026
   • Regulatory assets under management went from $94,632,028,506 to $122,186,725,110 (+29%).
   • Employees performing advisory functions went from 730 to 850.
   • Changed its office addresses in Malvern, PA.
   • Changed its office addresses in Salem, OR.
   • Added an office in Addison, TX.
   • Added an office in Akron, OH.
   • Added an office in Bangor, ME.
   • Added an office in Bellevue, WA.
   • Added an office in Boise, ID.
   • Added an office in Boston, MA.
   • Added an office in Carmel, IN.
   • Added an office in Cedar Falls, IA.
   • Added an office in Chesterfield, MO.
   • Added an office in Chevy Chase, MD.
   • Added an office in Cincinnati, OH.
   • Added an office in Cleveland, OH.
   • Added an office in Columbus, OH.
   • Added an office in Dallas, TX.
   • Added an office in Decatur, GA.
   • Added an office in Deerfield, IL.
   • Added an office in Elkhart, IN.
   • Added an office in Ellsworth, ME.
   • Added an office in Fairlawn, OH.
   • Added an office in Gilbert, AZ.
   • Added an office in Hartford, CT.
   • Added an office in Irvine, CA.
   • Added an office in Lafayette, IN.
   • Added an office in Lake Oswego, OR.
   • Added an office in Lee'S Summit, MO.
   • Added an office in Marlton, NJ.
   • Added an office in Melville, NY.
   • Added an office in Nashville, TN.
   • Added an office in New Orleans, LA.
   • Added an office in Northfield, NJ.
   • Added an office in Philadelphia, PA.
   • Added an office in Reno, NV.
   • Added an office in Rocky River, OH.
   • Added an office in Rolla, MO.
   • Added an office in Saginaw, MI.
   • Added an office in Silverdale, WA.
   • Added an office in South Burlington, VT.
   • Added an office in St. Petersburg, FL.
   • Added an office in Tampa, FL.
   • Added an office in Wenatchee, WA.
   • Added an office in West Chester, OH.
   • Added an office in West Conshohocken, PA.
   • Added an office in West des Moines, IA.
6. January 2026
   • Changed its office addresses in Falls Church, VA.
   • Changed its office addresses in Lompoc, CA.
   • Changed its office addresses in New York, NY.
   • Changed its office addresses in Parsippany, NJ.
   • Changed its office addresses in Raleigh, NC.
   • Changed its office addresses in Scottsdale, AZ.
   • Changed its office addresses in Tucson, AZ.
   • Changed its office addresses in Winston-Salem, NC.
   • Added an office in Alexandria, MN.
   • Added an office in Minnetonka, MN.
   • No longer lists an office in Sharonville, OH.
   • No longer lists an office in Wayzata, MN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.