Wealth Enhancement
Finance · Minnesota, United States · 1K - 5K Employees
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Overview
Headquarters
505 Highway 169 North Ste 900, Plymouth,...Phone Number
(763) 417-1700Website
www.wealthenhancement.comRevenue
$1.1 BillionIndustry
ZI Rank: 7
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
8
11
8
9
10
7
About Wealth Enhancement
Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services. By combining a team of specialists across core areas of financial planning with a structured advisory process, the firm helps clients simplify and organize their financial lives. Its approach focuses on delivering personalized guidance, coordinating accounts, and supporting confident decision-making, enabling clients to manage their wealth with clarity and reduced stress.Explore more
Wealth Enhancement Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$776.5M
1K - 5K
Private
-
1997
BL
Bryan LinnAdvisor, Chief Financial Officer, Chief Operating Officer. Partner
$728.5M
501-1,000
Private
-
1996
KK
Kevin KrausVice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel
Company Profile Activity
Activity Insights
Wealth Enhancement is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Wealth Enhancement is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Enhancement.
Wealth Enhancement Tech Stack
A closer look at the technologies used by Wealth Enhancement
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Most Recent Scoops
Person-Based
Financial Planning
Open Position
Open Position
Person-Based
Financial Planning, Consumer Finance, Finance
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Wealth Enhancement News & Media
Deals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More
Acquisitions By Trian, Wealth Enhancement And United Capital. Venture Capital Raise By FINNY AI. Stake By Ares. 2026 M&A Report By DeVoe.Wealth Enhancement to Join Forces with Ascent Private Wealth, a Hybrid RIA with Over $240 Million in Client Assets
This partnership will bring the firm's total client assets to more than $132.7 billion. MINNEAPOLIS, Dec. 29, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it will be partnering with Ascent Private...Wealth Enhancement to Acquire Dent Wealth Advisors, an Independent RIA with Over $340 Million in Client Assets
This partnership marks Wealth Enhancement's first location in Louisiana and will bring the firm's total client assets to more than $132.5 billion. MINNEAPOLIS, Dec. 22, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients'...The Savings Game: Using your HSA like a Roth account
In IRA expert Ed Slott’s recent monthly newsletter, Ryan McKeown, CPA, CFP, a senior vice president and financial adviser with Wealth Enhancement, wrote an excellent article summarizing the advantages of using health savings accounts (HSAs) accounts as a long-term investment. I will summarize some of its points. First, here’s some background on HSAs. Individuals and family […]
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Frequently Asked Questions Regarding Wealth Enhancement
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Wealth Enhancement Group is a financial advisory firm that provides comprehensive wealth management services. By combining a team of specialists across core areas of financial planning with a structured advisory process, the firm helps clients simplify and organize their financial lives. Its approach focuses on delivering personalized guidance, coo... Read More
