THE WEALTH ENHANCEMENT GROUP, INC.
CRD #126060 SEC #801-66580 ALPHARETTA, GA 770-777-1845
SEC Registered
Total AUM
$336.2M
Discretionary
$336.2M
Employees
3
Clients
1
Accounts
883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $336.2M | $336.2M | $0 | 3 | 0 |
| Jun 2020 | $282.9M | $282.9M | $0 | 3 | 0 |
| Mar 2020 | $282.9M | $282.9M | $0 | 3 | 0 |
| Jul 2019 | $216.6M | $216.6M | $0 | 3 | 0 |
| May 2019 | $216.6M | $216.6M | $0 | 3 | 0 |
| Mar 2019 | $216.6M | $216.6M | $0 | 3 | 0 |
| Mar 2018 | $212.1M | $212.1M | $0 | 3 | 0 |
| Mar 2017 | $187.5M | $187.5M | $0 | 3 | 300 |
| Apr 2016 | $161.6M | $161.6M | $0 | 3 | 300 |
| Mar 2016 | $161.6M | $161.6M | $0 | 3 | 300 |
| Mar 2015 | $157.8M | $157.8M | $0 | 3 | 300 |
| Mar 2014 | $145M | $145M | $0 | 2 | 300 |
| Mar 2013 | $117.4M | $117.4M | $0 | 2 | 200 |
| Jan 2012 | $92.8M | $0 | $92.8M | 1 | 200 |
| Mar 2011 | $85M | $0 | $85M | 5 | -- |
| Feb 2007 | $46.7M | $46M | $700K | 5 | -- |
DateMar 2021
Total AUM$336.2M
Discretionary$336.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$282.9M
Discretionary$282.9M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees3
Clients300
DateApr 2016
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients300
DateMar 2013
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees2
Clients200
DateJan 2012
Total AUM$92.8M
Discretionary$0
Non-Disc.$92.8M
Employees1
Clients200
DateMar 2011
Total AUM$85M
Discretionary$0
Non-Disc.$85M
Employees5
Clients--
DateFeb 2007
Total AUM$46.7M
Discretionary$46M
Non-Disc.$700K
Employees5
Clients--