logo for Wealth Enhancement Group

Wealth Enhancement Group

Finance · Minnesota, United States · 1,000 Employees

View Company Info for Free

About

Headquarters

505 Hwy 169 N Ste 900, Plymouth, Minnesota, 554...

Phone Number

(763) 417-1700

Revenue

$515.6 Million

Industry

Investment Banking Finance

Highlights

-

Total Funding Amount

-

Most Recent Funding Amount

1

Number of Funding Rounds

Who is Wealth Enhancement Group

Founded in 1997, Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and inv estment management services. The company is headquartered in Plymouth, Minnesota.Read more

Wealth Enhancement Group's Social MediaPopular SearchesWealth Enhancement Group IncWealth Enhancement GroupWealth Enhancement Group LLCReby AdvisorsRCL Advisors LLCSIC Code 62,621NAICS Code 52,523Show more

Wealth Enhancement Group Org Chart

Federico Sola
Federico Sola

Co-Founder & Chief Executive Officer

PhoneEmail
Kelly Windorski
Kelly Windorski

Chief Financial Officer

PhoneEmail
Ken Severud
Ken Severud

Senior Vice President and Chief Operating Off...

PhoneEmail

PhoneEmail

Similar Companies to Wealth Enhancement Group

See more similar companies
Illustration of an envelope

Wealth Enhancement Group Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateOct 01, 2021
RoundPrivate Equity
Amount-
InvestorsTA Associates, Onex
See More

-

Total Funding Amount

-

Most Recent Funding Amount

1

Number of Funding Rounds

Acquisitions & Subsidiaries

Oct 25, 2018

Foundational Wealth Advisory

Apr 30, 2018

JOYN

Apr 03, 2016

Cardan Capital Partners

Mar 21, 2016

Freedom Divorce Advisors

Nov 11, 2015

Vivid Financial Management

Oct 01, 2015

Sound Financial Solutions

See More Acquisitions & Subsidiaries

Wealth Enhancement Group Tech Stack

A closer look at the technologies used by Wealth Enhancement Group

Top Companies in United States

Top 10 companies in United States by revenue

Top 10 companies in United States by number of employees

Top 10 companies in United States by total funding amount

See top companies

Wealth Enhancement Group News & Media

Read more news

Frequently Asked Questions regarding Wealth Enhancement Group

Where is Wealth Enhancement Group located?
Wealth Enhancement Group's headquarters are located at 505 Hwy 169 N Ste 900, Plymouth, Minnesota, 55441, United States
What is Wealth Enhancement Group's phone number?
Wealth Enhancement Group's phone number is (763) 417-1700
What is Wealth Enhancement Group's official website?
Wealth Enhancement Group's official website is www.wealthenhancement.com
What is Wealth Enhancement Group's Revenue?
Wealth Enhancement Group's revenue is $515.6 Million
What is Wealth Enhancement Group's SIC code?
Wealth Enhancement Group's SIC: 62,621
What is Wealth Enhancement Group's NAICS code?
Wealth Enhancement Group's NAICS: 52,523
How many employees does Wealth Enhancement Group have?
Wealth Enhancement Group has 1,000 employees
What industry does Wealth Enhancement Group belong to?
Wealth Enhancement Group is in the industry of: Investment Banking, Finance
What is Wealth Enhancement Group competition?
Wealth Enhancement Group top competitors include: Mercer Advisors, Ronald Blue Trust, Mariner Wealth Advisors, Moneta Group Investment Advisors
What companies has Wealth Enhancement Group acquired?
Wealth Enhancement Group has acquired the companies: Foundational Wealth Advisory, JOYN, Cardan Capital Partners, Freedom Divorce Advisors
What technology does Wealth Enhancement Group use?
Some of the popular technologies that Wealth Enhancement Group uses are: Facebook Web Custom Audiences, Facebook Pixel, WordPress.org, DoubleClick
Who is the CEO of Wealth Enhancement Group?
Wealth Enhancement Group's CEO is Jeff Dekko
Who is the CFO of Wealth Enhancement Group?
Wealth Enhancement Group's CFO is Kelly Windorski
How do I contact Wealth Enhancement Group?
Wealth Enhancement Group contact info: Phone number: (763) 417-1700 Website: www.wealthenhancement.com
What does Wealth Enhancement Group do?

Founded in 1997, Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. The company is headquartered in Plymouth, Minnesota.... Read More

What are Wealth Enhancement Group social media links?
Wealth Enhancement Group Linkedin page Wealth Enhancement Group Twitter page Wealth Enhancement Group Facebook page
Who invested in Wealth Enhancement Group?
Wealth Enhancement Group has 2 investors including TA Associates and Onex.
Is Wealth Enhancement Group a public company?
Wealth Enhancement Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth Enhancement Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.