Wealth Enhancement logo

Wealth Enhancement Employee Directory

Financial ServicesMinnesota, United States1001-5000 Employees

Wealth Enhancement is a financial services firm focused on delivering comprehensive, one-stop financial guidance designed to reduce client stress and simplify decision-making. The company traces its origins to 1997, when four advisors sharing an office space formed the firm. It operates a Roundtable—a team of specialists across six core areas of wealth management—integrated with a three-step UniFi process to keep a client’s financial life organized and straightforward. Advisory services are provided through Wealth Enhancement Advisory Services, LLC, an affiliated registered investment adviser.

Wealth Enhancement is based in Plymouth, Minnesota, and positions itself within the financial services industry as a provider of integrated wealth management under one roof. In 2026 the group expanded its advisory footprint with the acquisition of Parros Financial Group.

Find Wealth Enhancement employees' phone numbers or email addresses

Wealth Enhancement Global Highlights

Location
Employees

North America
1.9K

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  • United States Of America
    1.9K
  • Mexico
    1

Europe
4

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Belgium
    1

Africa
3

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  • Uganda
    2
  • Nigeria
    1

Asia
2

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  • India
    1
  • China
    1

Wealth Enhancement's Leadership

  • Chief Financial Officer at Wealth Enhancement
    K. W.
    Chief Financial Officer
  • Chief Platform Officer at Wealth Enhancement
    R. S.
    Chief Platform Officer
  • Chief Advisory Officer at Wealth Enhancement
    B. V.
    Chief Advisory Officer
  • Chief Financial Officer at Wealth Enhancement
    H. S.
    Chief Financial Officer
  • Vp Of It Operations at Wealth Enhancement
    B. T.
    Vp Of It Operations
  • Vp Of Technology at Wealth Enhancement
    J. W.
    Vp Of Technology
  • Vp Financial Advisor at Wealth Enhancement
    B. R.
    Vp Financial Advisor
  • Vice President And Lpl Financial Advisor at Wealth Enhancement
    A. B.
    Vice President And Lpl Financial Advisor

Wealth Enhancement Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Analytics
  • Marketing
  • Engineering
  • Other
  • Banking
  • Community & Social Services
  • Program & Project Management
  • Accounting

Contact profiles from Wealth Enhancement

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Wealth Enhancement
    K. W.
    Chief Financial Officer
    Aug 18, 2026
  • Chief Platform Officer at Wealth Enhancement
    R. S.
    Chief Platform Officer
    Sep 05, 2026
  • Chief Advisory Officer at Wealth Enhancement
    B. V.
    Chief Advisory Officer
    Aug 15, 2026
  • Regional Vice President, Partner Programs at Wealth Enhancement
    E. C. C.
    Regional Vice President, Partner Programs
    Jun 29, 2026
  • Vice President, Financial Advisor | Partner Programs at Wealth Enhancement
    J. H.
    Vice President, Financial Advisor | Partner Programs
    Mar 14, 2024
  • Vice President, Financial Advisor | Partner Programs at Wealth Enhancement
    B. H. C.
    Vice President, Financial Advisor | Partner Programs
    Oct 21, 2024
  • Founder And President at Wealth Enhancement
    D. A.
    Founder And President
    May 03, 2024
  • Chief Financial Officer at Wealth Enhancement
    H. S.
    Chief Financial Officer
    Oct 23, 2024
  • Rvp Financial Advisor Partner Programs at Wealth Enhancement
    K. W.
    Rvp Financial Advisor Partner Programs
    Oct 23, 2024
  • Senior Consultant And Owner at Wealth Enhancement
    L. P.
    Senior Consultant And Owner
    Oct 23, 2024

Frequently Asked Questions

What is Wealth Enhancement known for?

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Wealth Enhancement operates in the Financial Services industry. You can contact Wealth Enhancement's main corporate office by phone at . Explore Wealth Enhancement's company overview page for more information.

What is Wealth Enhancement's most common email format?

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Wealth Enhancement employees' email format typically follows the pattern of FLast@wealthenhancement.com. Trying to find reliable and up-to-date employee contact data? Find more Wealth Enhancement email formats with LeadIQ.

How many employees does Wealth Enhancement have currently?

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Wealth Enhancement has approximately 2K employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are Wealth Enhancement's key employees and leadership?

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As of August 2026, Wealth Enhancement's key employees include:

  • Chief Financial Officer: K. W.
  • Chief Platform Officer: R. S.
  • Chief Advisory Officer: B. V.
  • Chief Financial Officer: H. S.
  • Vp Of It Operations: B. T.

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