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
1.8K

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  • United States Of America
    1.8K
  • 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
3

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  • Pakistan
    1
  • India
    1
  • China
    1

Wealth Enhancement's Leadership

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    J. D.
    Chief Executive Officer
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  • Stylized image of a person
    D. E.
    Chief People And Productivity Officer
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    J. B.
    Chief Business Development Officer
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    A. C.
    Chief Partner Programs Officer
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    K. W.
    Chief Financial Officer
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    R. S.
    Chief Platform Officer
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    B. R.
    Chief Legal Officer
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    B. V.
    Chief Advisory Officer
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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 Info
Location
Last Update
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    D. H.
    Deputy Chief Investment Officer
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    United StatesMassachusetts
    May 04, 2026
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    D. E.
    Chief People And Productivity Officer
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    United StatesFlorida
    May 14, 2026
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    J. B.
    Chief Business Development Officer
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    United StatesMissouri
    May 28, 2026
  • Stylized image of a person
    K. W.
    Rvp Financial Advisor | Partner Programs
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    United StatesNew York
    Jan 13, 2026
  • Stylized image of a person
    A. C.
    Chief Partner Programs Officer
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    United StatesNew York
    Mar 12, 2026
  • Stylized image of a person
    K. W.
    Chief Financial Officer
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    Mar 21, 2024
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    R. S.
    Chief Platform Officer
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    Jan 03, 2024
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    B. R.
    Chief Legal Officer
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    United StatesMinnesota
    May 04, 2026
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    B. V.
    Chief Advisory Officer
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    Jun 01, 2026
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    J. D.
    Chief Executive Officer
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    United StatesMinnesota
    Nov 07, 2025

Frequently Asked Questions

What is Wealth Enhancement known for?

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Wealth Enhancement operates in the Financial Services industry. The company's main headquarters is located in 505 North Highway 169 Suite 900 Plymouth, Minnesota 55441 United States; you can contact the 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 . 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 1.9K employees as of June 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Wealth Enhancement's key employees and leadership?

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

  • Chief Executive Officer: J. D.
  • Chief People And Productivity Officer: D. E.
  • Chief Business Development Officer: J. B.
  • Chief Partner Programs Officer: A. C.
  • Chief Financial Officer: K. W.

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