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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States. Bruce Helmer and David Hess founded it in 2001, and...
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States. Bruce Helmer and David Hess founded it in 2001, and their careers in financial planning underpin the firm’s capital base. It oversees more than $90 billion for affluent families nationwide and integrates investment management, estate and tax planning, and risk mitigation.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
128800 (Altss estimate)
Location
Region
North America
Country
United States
City
Plymouth
Corporate office
505 North Highway 169, Suite 900, Plymouth, MN 55441, United States
Principals
Jeff Dekko
CEO
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Wealth Enhancement Advisory Services?
Jeff Dekko serves as CEO and directs national expansion and M&A activity. Bruce Helmer and David Hess remain active as co-founders and advisors.
How does Wealth Enhancement Advisory Services source proprietary deal flow?
The firm leverages its Vistage partnership and insurance-industry network to reach business owners and executives. It also participates in co-investments with TA Associates and Onex Corporation.
Is Wealth Enhancement Advisory Services structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving affluent families nationwide. External ownership by TA Associates and Onex Corporation adds a sponsor-backed governance layer.
Does Wealth Enhancement Advisory Services participate in fund commitments or only direct deals?
The firm commits to funds of funds, hedge funds and private equity vehicles while also executing direct co-investments and maintaining ETF exposure.
What investment stages does Wealth Enhancement Advisory Services typically target?
It covers buyout, early-stage, late-stage and venture capital opportunities across its private equity and credit allocations.
Where does the underlying wealth come from?
The firm aggregates capital from multiple affluent families rather than a single disclosed source. Its founders built the platform on financial-planning client relationships.
Does Wealth Enhancement Advisory Services maintain philanthropic structures, and how are they separated?
It runs a charitable matching challenge program. Trust services are housed in a separate South Dakota entity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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