Wealth Enhancement
Company overview
| Headquarters | 505 N. Highway 169, Suite 900, Plymouth, Minnesota 55441, US |
| Phone number | +18004921222 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Insurance, Financial Planning, Estate Planning, Investment Management, Retirement Income Planning, Tax Strategies, Group Retirement Plan Consulting |
| Employees | 1001-2000 |
| Socials |
Wealth Enhancement Email Formats
Wealth Enhancement uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthenhancement.com), used 55.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthenhancement.com | 55.9% |
{first name}{last name} | johndoe@wealthenhancement.com | 39.1% |
{last name}{last name} | doedoe@wealthenhancement.com | 3.9% |
About Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement revenue & valuation
| Annual revenue | $515,000,000 |
| Revenue per employee | $312,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,648,000,000 |
| Total funding | $736,300 |
Employees by Management Level
Total employees: 1001-2000
Employees by Department
Wealth Enhancement has 785 employees across 15 departments.
Departments
Number of employees
Wealth Enhancement Tech Stack
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Frequently asked questions
Key Contact at Wealth Enhancement
4.8
40,000 users
