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Wealth Enhancement Advisory Services, LLC
Jeff Dekko · Investment Advisor · Multi-Strategy
Wealth Enhancement Advisory Services, LLC (WEAS) is a prominent SEC-registered investment advisor headquartered in Plymouth, Minnesota. Founded in 2001 as a subsidiary of Wealth Enhancement Group, which dates back to 1997, the firm provides comprehensive, plan-led financial advice to high-net-worth individuals and institutional clients. WEAS offers a broad range of services including personalized financial planning, asset management, tax strategies, and retirement income planning. The firm is known for its team-based 'Roundtable' approach, where a network of specialists collaborates to provide holistic fiduciary advice. With nearly $100 billion in regulatory assets under management, WEAS has established itself as one of the fastest-growing independent wealth management firms in the United States through both organic growth and an active acquisition strategy.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.8% |
| YTD return | +9.5% |
| Sharpe ratio | 2.47 |
| Win rate | 46% |
| AUM | $12.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $12.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wealthenhancement.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 16.8% | +29.4% |
| NVDA | NVIDIA Corporation | 13.2% | +15.2% |
| MSFT | Microsoft Corporation | 11.4% | -1.3% |
| GOOGL | Alphabet Inc Class A | 9.4% | +36.3% |
| AMZN | Amazon.com Inc | 7.3% | +12.2% |
| MU | Micron Technology Inc | 4.7% | +10.4% |
| AVGO | Broadcom Inc | 4.1% | -6.0% |
| JNJ | Johnson & Johnson | 4.0% | +36.0% |
| JPM | JPMorgan Chase & Co | 3.9% | +11.5% |
| BRK-A | Berkshire Hathaway Inc | 3.2% | +3.0% |
| XOM | Exxon Mobil Corp | 2.7% | +36.6% |
| CRWD | Crowdstrike Holdings Inc | 2.7% | +27.7% |
| AMAT | Applied Materials Inc | 2.7% | -16.4% |
| LRCX | Lam Research Corp | 2.5% | -10.4% |
| WMT | Walmart Inc. Common Stock | 2.0% | +2.8% |
| MRK | Merck & Company Inc | 2.0% | +7.9% |
| V | Visa Inc. Class A | 1.9% | +0.5% |
| CVX | Chevron Corp | 1.9% | +4.7% |
| CB | Chubb Ltd | 1.8% | -5.1% |
| META | Meta Platforms Inc. | 1.8% | +15.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 9.5% → 9.4% |
| Aug 31, 2026 | BUY | V | 1.9% → 1.9% |
| Aug 31, 2026 | SELL | XOM | 2.9% → 2.7% |
| Aug 31, 2026 | BUY | WMT | 2.0% → 2.0% |
| Aug 31, 2026 | SELL | CRWD | 2.4% → 2.7% |
Investment Style Analysis
Wealth Enhancement Advisory Services, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $12.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Wealth Enhancement Advisory Services, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Wealth Enhancement Advisory Services follows a 'Plan-Led Investing' philosophy, which treats a client's comprehensive financial plan as the primary driver for all investment decisions. The strategy is centered on four core principles: effective diversification, active management, cost efficiency, and tax efficiency. By leveraging an institutional-style investment process and a team-based 'Roundtable' approach, the firm constructs customized, all-weather portfolios designed to align with each client's specific long-term goals and risk profile. This fiduciary framework emphasizes consistency, disciplined execution, and the integration of tax-smart technology to enhance overall portfolio returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Wealth Enhancement Advisory Services, LLC.
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Frequently asked questions
How is the simulated portfolio for Wealth Enhancement Advisory Services, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Wealth Enhancement Advisory Services, LLC's largest holding?
As of the latest filing, Wealth Enhancement Advisory Services, LLC's top position is Apple Inc (AAPL), representing 16.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Wealth Enhancement Advisory Services, LLC's historical performance and risk profile?
Our simulation indicates a total return of +14.8% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.47, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Wealth Enhancement Advisory Services, LLC primarily invest in?
Wealth Enhancement Advisory Services, LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Wealth Enhancement Advisory Services, LLC's portfolio concentrated or diversified?
Wealth Enhancement Advisory Services, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Wealth Enhancement Advisory Services, LLC performed in 2026?
Our AI-simulated model portfolio for Wealth Enhancement Advisory Services, LLC tracks a Year-to-Date (YTD) return of +9.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeff Dekko manage Wealth Enhancement Advisory Services, LLC directly?
Yes, Jeff Dekko serves as the key portfolio manager for Wealth Enhancement Advisory Services, LLC, overseeing the investment strategy and final capital allocation decisions.