What departments does Wealth Enhancement have?

Wealth Enhancement has employees across 8 departments including Finance, Engineering, Entrepreneurship, Consultant, Branding.

What is the largest department at Wealth Enhancement?

The largest department at Wealth Enhancement is Finance with 29 employees.

Where are Wealth Enhancement employees located globally?

Wealth Enhancement has employees across 4 continents and 8 countries including Uganda, Nigeria, India, China, United Kingdom Of Great Britain And Northern Ireland.

How has Wealth Enhancement's team size changed over time?

Wealth Enhancement's team has grown from approximately 1.2K to 1.5K employees based on available data.

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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.

Wealth Enhancement Global Highlights

North America
1.9K

United States Of America
1.9K
Mexico
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Belgium
1

Africa
3

Uganda
2
Nigeria
1

Asia
2

India
1
China
1

Wealth Enhancement's Leadership

K. W.
Chief Financial Officer
Mobile Phone
Email
R. S.
Chief Platform Officer
Mobile Phone
Email
B. V.
Chief Advisory Officer
Mobile Phone
Email
H. S.
Chief Financial Officer
Mobile Phone
Email
B. T.
Vp Of It Operations
Mobile Phone
Email
J. W.
Vp Of Technology
Mobile Phone
Email
B. R.
Vp Financial Advisor
Mobile Phone
Email
A. B.
Vice President And Lpl Financial Advisor
Mobile Phone
Email

Wealth Enhancement Employee Metrics

100%

50%

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

L. K.
Founder & Principal
Mobile Phone
Email
Oct 17, 2024
M. M.
Owner
Mobile Phone
Email
Oct 17, 2024
M. D.
Partner
Mobile Phone
Email
Oct 21, 2024
M. R.
President
Mobile Phone
Email
Oct 23, 2024
N. M.
Partner At Mintz And Geftic Llc
Mobile Phone
Email
Oct 18, 2024
C. E.
Svp Brand & Creative
Mobile Phone
Email
Bay
Sep 02, 2026
B. T.
Vp Of It Operations
Mobile Phone
Email
Sep 05, 2026
L. H.
Senior Vice President And Financial Advisor
Mobile Phone
Email
Jun 28, 2026
J. C.
Vice President, Procurement
Mobile Phone
Email
Jul 27, 2026
A. F.
Senior Vice President, Financial Advisor
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is Wealth Enhancement known for?

Wealth Enhancement operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-952-449-****

. Explore Wealth Enhancement's company overview page for more information.

What is Wealth Enhancement's most common email format?

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?

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

Who are Wealth Enhancement's key employees and leadership?

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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Wealth Enhancement Employee Directory

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