Adam Elliott

Wealth Enhancement Advisory Services, LLC

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth

Wealth Enhancement Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

833 advisors

Number of Clients

70,834 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$94.6B

Fee Structure

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam operates Wealth Enhancement Group as a DBA for his LPL business. He also provides administrative support to Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating full-time hours to this activity.