Insights

CEO Change Impact Wealth Enhancement Group recently hired Richard Alphonso as its Chief Executive Officer, demonstrating potential changes in leadership strategy and direction that could open doors for new partnerships or collaborations.

Top RIA Ranking Being ranked #5 on Barron's list of Top 100 RIAs showcases Wealth Enhancement Group's strong presence in the market, reflecting credibility and success that can be leveraged to attract high-net-worth clients or investors.

Strategic Acquisitions With a recent acquisition deal worth $79B in assets, Wealth Enhancement Group is actively expanding its portfolio and market reach, presenting opportunities for cross-selling services or products to the acquired firm's client base.

Talent Acquisition Advantage The hiring of key personnel like Michael Fredericks and Keith Black in crucial roles adds expertise and credibility to Wealth Enhancement Group, positioning the company as a desirable partner for strategic alliances or joint ventures.

Consistent Growth Trajectory Wealth Enhancement Group's consistent revenue growth in the range of $100M to 1B, paired with steady funding, indicates financial stability and potential for long-term partnerships or collaborations with other established financial institutions.

Wealth Enhancement Group Tech Stack

Wealth Enhancement Group uses 8 technology products and services including Adform, Linkedin Ads, Microsoft PowerPoint, and more. Explore Wealth Enhancement Group's tech stack below.

  • Adform
    Advertising
  • Linkedin Ads
    Advertising
  • Microsoft PowerPoint
    Editors
  • Google Cloud
    Infrastructure As A Service
  • Microsoft
    Miscellaneous
  • Office 365
    Office Suites
  • Google Tag Manager
    Tag Management
  • Wistia
    Video Players

Media & News

Wealth Enhancement Group's Email Address Formats

Wealth Enhancement Group uses at least 1 format(s):
Wealth Enhancement Group Email FormatsExamplePercentage
FLast@wealthenhancement.comJDoe@wealthenhancement.com
99%
LFirst@wealthenhancement.comDJohn@wealthenhancement.com
1%

Frequently Asked Questions

Where is Wealth Enhancement Group's headquarters located?

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Wealth Enhancement Group's main headquarters is located at 505 N. Highway 169 Suite 900 Plymouth, Minnesota 55441 US. The company has employees across 4 continents, including North AmericaAfricaEurope.

What is Wealth Enhancement Group's phone number?

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You can contact Wealth Enhancement Group's main corporate office by phone at +1-952-449-9579. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Enhancement Group's official website and social media links?

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Wealth Enhancement Group's official website is wealthenhancement.com and has social profiles on LinkedIn.

How much revenue does Wealth Enhancement Group generate?

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As of August 2024, Wealth Enhancement Group's annual revenue reached $750M.

What is Wealth Enhancement Group's SIC code NAICS code?

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Wealth Enhancement Group's SIC code is 6282 - Investment Advice NAICS code is 523920 - Portfolio Management.

How many employees does Wealth Enhancement Group have currently?

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As of August 2024, Wealth Enhancement Group has approximately 1.3K employees across 4 continents, including North AmericaAfricaEurope. Key team members include CEO: S. B.Chief Growth Officer: E. W.Chief Product Officer: D. S.. Explore Wealth Enhancement Group's employee directory with LeadIQ.

What industry does Wealth Enhancement Group belong to?

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Wealth Enhancement Group operates in the Financial Services industry.

What technology does Wealth Enhancement Group use?

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Wealth Enhancement Group's tech stack includes AdformLinkedin AdsMicrosoft PowerPointGoogle CloudMicrosoftOffice 365Google Tag ManagerWistia.

What is Wealth Enhancement Group's email format?

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Wealth Enhancement Group's email format typically follows the pattern of . Find more Wealth Enhancement Group email formats with LeadIQ.

How much funding has Wealth Enhancement Group raised to date?

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As of August 2024, Wealth Enhancement Group has raised $736K in funding. The last funding round occurred on Feb 24, 2022 for $736K.
Wealth Enhancement Group

Wealth Enhancement Group

Financial ServicesMinnesota, United States1001-5000 Employees

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.

Securities offered through LPL Financial, Member SIPC  (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.

Section iconCompany Overview

Headquarters
505 N. Highway 169 Suite 900 Plymouth, Minnesota 55441 US
Phone number
+1-952-449-9579
SIC Code
6282 - Investment Advice
NAICS Code
523920 - Portfolio Management
Employees
1001-5000

Section iconFunding & Financials

  • $736K

    Wealth Enhancement Group has raised a total of $736K of funding over 6 rounds. Their latest funding round was raised on Feb 24, 2022 in the amount of $736K.

  • $100M$1B

    Wealth Enhancement Group's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $736K

    Wealth Enhancement Group has raised a total of $736K of funding over 6 rounds. Their latest funding round was raised on Feb 24, 2022 in the amount of $736K.

  • $100M$1B

    Wealth Enhancement Group's revenue is in the range of $100M$1B

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