Wealth Enhancement Group
TL;DR
National RIA with a Reno office. Nevada offices: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.
$122 billion
Regulatory AUM
As of ADV filing 2026-08-20 (national parent)
221,892
Accounts / Clients
85,001 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
1,700
Team Size
employees, 850 advisory (national parent)
25 yrs
Years Registered
First registered 2001 (parent)
About Wealth Enhancement Group
National RIA with a Reno office. Data below is the parent firm, Wealth Enhancement Advisory Services, not the Reno team.
Office: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.
Best for: pre-retirees who want a national planning platform with a Reno desk
Fee model and designations stated on the guide
Advisory feesCommissions disclosed in ADV 2ACFP namedCFA named
Form ADV data
CRD116407 (Wealth Enhancement Advisory Services, LLC, national)
RegistrationSEC-registered
First registration2001
Regulatory AUM$122 billion
ADV filing date2026-08-20
Accounts221,892
Clients85,001 clients
Employees1,700
Advisory employees850
Fee modelAdvisory fees; ADV 2A discloses commissions earned by insurance-licensed associated persons
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFP and CFA named in ADV 2A
The Form ADV figures above are for the national parent, Wealth Enhancement Advisory Services, LLC, not the Nevada office alone.
Source: SEC Investment Adviser Public Disclosure, CRD 116407, as of ADV filing 2026-08-20, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 5 of 11 (listed as Wealth Enhancement Group (Reno))
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 5 of 12 (listed as Wealth Enhancement Group (Reno))
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