WEALTH ENHANCEMENT Overview
Wealth Enhancement Advisory Services Llc is an investment advisor that manages 3.6 BN dollars in regulatory AUM and has 153 employees, of which 146 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 7BN in positions, representing 187% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 7BN in positions, representing 187% of the manager's regulatory AUM.
WEALTH ENHANCEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEALTH ENHANCEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 17.3% | ETF | 8.9% | -0.03% | 0 | 13% | ||
| VWO | 6.42% | ETF | 4.14% | -0.25% | 0 | 11% | ||
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FEATURED IN
WEALTH ENHANCEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey T. Dekko | Director, Chief Manager | February-2003 |
| Michael W. Stefano | Vp,Chief Compliance Officer | March-2005 |
| Todd J. Solow | Director | October-2007 |
| Erik M. Torgerson | Director | December-2009 |
| Kenneth J. Severud | Svp,Chief Operating Officer | November-2010 |
| Jason Sondell | Director | November-2010 |
| John H. Wernz | Evp, Chief Marketing Officer | March-2011 |
| Mark A. Ledson | Vice President | November-2011 |
| James L. Cahn | Evp, Chief Investment Officer | May-2012 |
| Jennifer Bahr | Svp Finance, Secretary | November-2012 |
WEALTH ENHANCEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEALTH ENHANCEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
WEAS Method of Analysis in Formulating Advice and Portfolio Diversification
WEAS believes that common-risk premiums (equity, credit, interest rate term structure, etc.) have relatively stable long-term, expected returns and covariance. As a result, the primary means of providing advice used by WEAS is to recommend portfolios that utilize modern portfolio theory to provide strategic allocations with optimal risk-adjusted return characteristics. Building on modern portfolio theory, WEAS moves beyond diversifying by asset classes (equity, fixed income, alternatives) to diversifying by risk classes (company risk, interest rate risk, purchasing power risk, manager skill risk). WEAS believes allocating across risk classes is preferable to asset classes because risk classes have more stable covariance and more predictable long-term, expected returns. While WEAS believes that long-term premiums are relatively stable,...
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WEAS Method of Analysis in Formulating Advice and Portfolio Diversification
WEAS believes that common-risk premiums (equity, credit, interest rate term structure, etc.) have relatively stable long-term, expected returns and covariance. As a result, the primary means of providing advice used by WEAS is to recommend portfolios that utilize modern portfolio theory to provide strategic allocations with optimal risk-adjusted return characteristics. Building on modern portfolio theory, WEAS moves beyond diversifying by asset classes (equity, fixed income, alternatives) to diversifying by risk classes (company risk, interest rate risk, purchasing power risk, manager skill risk). WEAS believes allocating across risk classes is preferable to asset classes because risk classes have more stable covariance and more predictable long-term, expected returns. While WEAS believes that long-term premiums are relatively stable,...
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WEALTH ENHANCEMENT Portfolio Concentration
WEALTH ENHANCEMENT Location
505 NORTH HWY 169
SUITE 900
PLYMOUTH, Minnesota
UNITED STATES, 55441
SUITE 900
PLYMOUTH, Minnesota
UNITED STATES, 55441
WEALTH ENHANCEMENT Contact Information
Phone Number: 763-417-1700
Fax Number: 763-417-1701
Website: http://www.wealthenhancement.com
Fax Number: 763-417-1701
Website: http://www.wealthenhancement.com
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