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Wealth Enhancement Group Overview

Financial ServicesCompany

Is Wealth Enhancement Group PE-backed?

Yes. Wealth Enhancement Group is owned by private equity investors Onex Partners and TA Associates.

Was Wealth Enhancement Group formerly PE-backed?

Yes. Wealth Enhancement Group was formerly owned by 2 private investors.

Where is Wealth Enhancement Group headquartered?

Wealth Enhancement Group is headquartered in Plymouth, Minnesota.

How many employees does Wealth Enhancement Group have?

Wealth Enhancement Group has 250 employees.

What sector is Wealth Enhancement Group in?

Wealth Enhancement Group is a financial services company.

When was Wealth Enhancement Group founded?

Wealth Enhancement Group was founded in 1997.

Wealth Enhancement Group

Wealth Enhancement Group LLC

505 North Highway 169, Suite 900,
Plymouth, Minnesota 55441
United States,
(800) 492-1222
www.wealthenhancement.com

Wealth Enhancement Group is a comprehensive wealth management firm that provides team-based financial planning, estate planning, retirement income planning, insurance, tax strategies, and investment management services. Wealth Enhancement Group was founded in 1997 and is based in Plymouth, Minnesota.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (4.6/yr) # 16 4 6 1 5 7 39
Sell (0.0/yr) # - - - - - - 0
  39

Company Summary

SECTOR

Financial Services

Employees

250

Established

1997


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