Wealth Enhancement Group

EST. AUM
$122,186,725,110

CONTACTS
87

CLIENT ACCOUNTS
221,892

Firm Details

Metro area Minneapolis
CRD Number 116407
Website wealthenhancement.com
Client types

Overview

Wealth Enhancement Group is based outside of Minneapolis, MN. They custody assets at Schwab and Fidelity; Michael Fredericks is the new CIO. They allocate across Equities, Fixed Income, Alternatives, and what they call inflation focused. They prefer managers with value and momentum tilt, with low volatility, defensive nature. They allocate across mutual funds, separately managed accounts, and ETF's. They have around 115 offices nationwide and manage approximately $81 billion in assets. WEG closed their 11th Acquisition in 2022 in October. Now serving more than 45,500 households, the company has over 75 offices nationwide and is expanding rapidly through organic growth and acquisitions. In March 2023 Equius Partners (FAs: Phil Jonckheer and Jeff Troutner) in Novato, CA with $1 B AUM was acquired. In May 2023, Infinity Wealth Alliance (lead FA: Luther Hagen) in Apple Valley MN with $240 M AUM was acquired

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wealth Enhancement Group

Platform Details

Investment Preferences

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