Wealth Enhancement Group
Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The company specializes in comprehensive and customized financial planning, investment management, tax strategies, insurance, and estate planning services to mass affluent clients, enabling them to make more confident decisions and be less stressed when it comes to managing multiple financial relationships. The firm is a registered investment advisor (RIA).
Total Investments
89
Portfolio Companies
0
Exits
0
Funds
0
Investment Activity
Recent deal flow and investment pace
Last 6 Months
4
deals
Last 12 Months
12
deals
Last 2 Years
27
deals
Investment Focus
AUM
$118.4B