Multi Family Office

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States.

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States. Founded in 2001 by financial advisors Bruce Helmer and David Hess whose careers in financial planning underpin the firm’s capital base, it oversees more than $90 billion for affluent families nationwide, integrating investment management, estate and tax planning, and risk mitigation—delivering collaborative, evergreen wealth stewardship.

General information

Firm type

Multi Family Office

Year founded

2001

AUM

Location

Region

North America

Country

City

Plymouth

Corporate office

Frequently asked questions

What is Wealth Enhancement Advisory Services?

Wealth Enhancement Advisory Services is a multi family office headquartered in Plymouth.

When was Wealth Enhancement Advisory Services founded?

Wealth Enhancement Advisory Services was founded in 2001.

Where is Wealth Enhancement Advisory Services headquartered?

Wealth Enhancement Advisory Services is headquartered in Plymouth, in the North America region.

What does Altss track for Wealth Enhancement Advisory Services?

Altss maintains an OSINT-verified profile of Wealth Enhancement Advisory Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Wealth Enhancement Advisory Services's website?

Wealth Enhancement Advisory Services's public website is www.wealthenhancement.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Wealth Enhancement Advisory Services?

Wealth Enhancement Advisory Services is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Wealth Enhancement Advisory Services?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Wealth Enhancement Advisory Services?

Wealth Enhancement Advisory Services's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo