# Wealth Enhancement Group

Wealth Enhancement Group is a Bank / Wealth / Trust based in Plymouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Plymouth, MN, United States
- **Founded:** 1997
- **Assets under management:** $156.3B (May 31 2026)
- **Website:** wealthenhancement.com
- **LinkedIn:** https://www.linkedin.com/company/integra-capital-advisors

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## People

- Jeff Dekko — Chief Executive Officer
- Jim Cahn — Chair of the Investment Committee and Chief Strategy Officer
- Kelly Windorski — Chief Financial Officer
- Brian Vnak — Chief Advisory Officer
- Bill Rice — Chief Legal Officer
- Joe Dieckhaus — Chief Compliance Officer

## Questions

### Where is Wealth Enhancement Group headquartered?

The firm is headquartered at 505 North Highway 169, Suite 900, Plymouth, Minnesota 55441, United States (per official website, Form ADV, and leadership pages).

### When was Wealth Enhancement Group founded?

Wealth Enhancement Group was founded in 1997 by four Minneapolis-based advisors seeking a team-based approach to wealth management (per company About Us page).

### Who is the CEO of Wealth Enhancement Group?

Jeff Dekko, CFP®, serves as Chief Executive Officer; he joined the firm in 2003 and continues to lead it (per company leadership page and About Us).

### What primary services does Wealth Enhancement Group offer?

It provides comprehensive wealth management including financial planning, investment management (discretionary and non-discretionary), tax strategies, estate planning, retirement income planning, risk management and insurance, trust services, and business consulting/retirement plan services via a team-based Roundtable™ model (per official website and Form ADV Part 2A).

## Related profiles

- [Wealth Engineering](https://altss.com/profile/wealth-engineering)
- [Wealth Enhancement & Preservation](https://altss.com/profile/wealth-enhancement-preservation)

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Last updated: 2026-07-17T22:49:27.000Z

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