Wealth Enhancement Group

Wealth Enhancement Group

Wealth Enhancement Group, LLC is a national independent wealth management firm headquartered in Plymouth, Minnesota, providing comprehensive team-based financial planning, investment management, tax strategies, estate planning, retirement income, risk management, trust, and related services to individuals, families, and businesses via its Roundtable™ model of integrated specialists (per company About Us page). Founded in 1997 by four Minneapolis-based advisors, the firm has grown through organic expansion and acquisitions to more than 180 offices nationwide. Its primary registered investment adviser subsidiary, Wealth Enhancement Advisory Services, LLC (CRD #116407, SEC-registered since December 21, 2001 and a wholly owned subsidiary of Wealth Enhancement Group, LLC), reported regulatory assets under management of $122.1 billion as of December 31, 2025 ($94.3 billion discretionary and $27.8 billion non-discretionary) (per Form ADV Part 2A brochure, March 2026). The firm discloses total client assets (advisory, trust, and brokerage, including affiliates) of $156.3 billion as of May 31, 2026 (per official company press release dated July 2, 2026). Private equity sponsors TA Associates and Onex Partners hold controlling interests. Leadership is led by CEO Jeff Dekko (in role since 2003). The firm operates as a fiduciary RIA with affiliated brokerage (Wealth Enhancement Brokerage Services, LLC) and trust company entities, emphasizing plan-led investing and personalized advice.