Is WEALTH ENHANCEMENT GROUP, LLC active?

No — WEALTH ENHANCEMENT GROUP, LLC is no longer active. The Florida registry lists it as inactive, as of the 2026-07-29 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is WEALTH ENHANCEMENT GROUP, LLC registered?

WEALTH ENHANCEMENT GROUP, LLC is registered in Florida under company number M00000001568, first registered on August 8, 2000.

What type of company is WEALTH ENHANCEMENT GROUP, LLC?

WEALTH ENHANCEMENT GROUP, LLC is registered as an LLC with the Florida Secretary of State.

Where is WEALTH ENHANCEMENT GROUP, LLC registered to do business?

Beyond its Florida registration, linked records — same legal name plus a shared officer, agent, address or home state — appear in 40 other state registers, including 39 foreign qualifications in Alaska, Arkansas, Arizona, California, Colorado, Connecticut, Iowa, Idaho, Illinois, Indiana and 25 more. Each is listed in the filings section above.

Who are the officers and directors of WEALTH ENHANCEMENT GROUP, LLC?

The Florida registry lists 6 people for WEALTH ENHANCEMENT GROUP, LLC: Bruce Helmer (officer), Gerald Bernard (director), DAVID HESS (director), MADELEINE BERNARD (officer), MADELEINE BERNARD (officer), DAVID HESS (officer). The full list is in the officers & directors section above.

How many employees does WEALTH ENHANCEMENT GROUP, LLC have?

WEALTH ENHANCEMENT GROUP, LLC reports a workforce of 1,000 to 2,499 employees in its E-Verify enrollment with USCIS, hiring at 193 sites across 39 states (last updated 1 June 2026). Workforce size is self-reported by the employer at enrollment.

Does WEALTH ENHANCEMENT GROUP, LLC offer a 401(k) plan?

Yes — Form 5500 filings with the Department of Labor show WEALTH ENHANCEMENT GROUP, LLC sponsors a 401(k) retirement plan, with reported plan assets of $1.2M. Filings span 1999–2002. Details are in the Form 5500 section above.

Does WEALTH ENHANCEMENT GROUP, LLC sponsor H-1B visas?

4 Labor Condition Applications (LCAs) filed by WEALTH ENHANCEMENT GROUP, LLC appear in the DOL H-1B disclosure data, spanning FY 2013 to FY 2019. Each case, job title and offered wage is listed in the H-1B section above.

Does WEALTH ENHANCEMENT GROUP, LLC have UCC liens?

1 UCC financing statement names WEALTH ENHANCEMENT GROUP, LLC as debtor in the indexed state registries; each filing and its secured party are listed in the Liens section above.

In which states is WEALTH ENHANCEMENT GROUP, LLC registered with the Secretary of State?

WEALTH ENHANCEMENT GROUP, LLC appears in 37 state business registers: Florida, Alaska, Arkansas, Arizona, California, Colorado, Connecticut, Iowa, Idaho, Illinois, Indiana, Kentucky and 25 more. Florida is the home registration; the rest are foreign qualifications or linked filings, each listed in the filings section above.

Is WEALTH ENHANCEMENT GROUP, LLC a federal contractor?

No federal contract awards or SAM.gov recipient records are matched to WEALTH ENHANCEMENT GROUP, LLC in the indexed federal datasets.

Does WEALTH ENHANCEMENT GROUP, LLC hold any licenses?

4 license and credential records are matched to WEALTH ENHANCEMENT GROUP, LLC. Each license, its type and issuing authority is listed in the Licenses section above.

What is the EIN of WEALTH ENHANCEMENT GROUP, LLC?

The Employer Identification Number (EIN) on record for WEALTH ENHANCEMENT GROUP, LLC is 411883252.

What public records are linked to WEALTH ENHANCEMENT GROUP, LLC?

55 public records are linked to WEALTH ENHANCEMENT GROUP, LLC: 1 in Filings, 1 in Liens, 28 in Permits, 4 in Licenses & authorities, 4 in H-1B, 1 in E-Verify, 16 in 401(k) — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-07-29).

WEALTH ENHANCEMENT GROUP, LLC — Florida LLC No. M00000001568: Inactive, 1 filing, 1 UCC lien — Netstate

Florida/WEALTH ENHANCEMENT GROUP, LLC

WEALTH ENHANCEMENT GROUP, LLC

Inactive

Type LLCRegistered 8 August 2000 (about 26 years ago)Company No. M00000001568Updated 2026-07-29

WEALTH ENHANCEMENT GROUP, LLC is a Florida LLC, registered on August 8, 2000. It is based at 125 LAKE STREET WEST, STE 200, WAYZATA, MN, 55391. The company has since been marked inactive on the Florida register, is registered under company number M00000001568 and carries EIN 411883252. Its officers and directors on record include Bruce Helmer, Gerald Bernard, DAVID HESS, among 6 on file. Its E-Verify enrollment reports a workforce of 1,000 to 2,499 employees, hiring at 193 sites across 39 states. Public records for the company include 1 SoS registration, 1 UCC lien, 28 permits, 4 licenses, 4 H-1B filings, 1 E-Verify record and 16 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	WEALTH ENHANCEMENT GROUP, LLC
Principal address	125 LAKE STREET WEST, STE 200WAYZATA55391MNUnited States
Registration state	Florida
Status	Inactive
Formed in	Minnesota (foreign registration)
Home company	Wealth Enhancement Group, LLC · Active
Registered	8 August 2000 (about 26 years ago)
Officers & directors	Bruce Helmer, officerGerald Bernard, directorDAVID HESS

Entity type	LLC

Standing	not compliant

Company number	M00000001568

EIN	411883252

LEI	254900REFAEILHE3RX56

Employees (modeled)	≈81 employees2002

Workforce size	1,000 to 2,499 employees · updated 1 June 2026

Hiring sites	193 sites across 39 states

H-1B filings	4 LCA filings, FY 2013–2019

Registered agent	JAY FEELY

Source registry	Florida Division of Corporations · updated 10 August 2026

Public records	1 SoS registration · 1 UCC lien on file

Est. revenue (modeled)	$29M2002

Secretary of State Filings

41 registrations

36Active

5Inactive

0Unknown

State	Business name	Filed	Registered agent	Officers	Status
FloridaTHIS	WEALTH ENHANCEMENT GROUP, LLC	2000-08-08	JAY FEELY	Bruce HelmerOfficerGerald BernardDirector2 more	Inactive
Filing ID M00000001568 Jurisdiction Foreign · LLCFormed in Minnesota Principal address 125 LAKE STREET WEST, STE 200, WAYZATA, MN, 55391 Registered agent JAY FEELY15924 NOTTINGHILL DR., LUTZ, FL, 33549 Officers Bruce HelmerOfficer Gerald BernardDirector DAVID HESSDirector, Officer MADELEINE BERNARDOfficer
Alaska	WEALTH ENHANCEMENT GROUP, LLC	2026-06-02	C T Corporation System	WEG Sub Holdings, LLCMember	Active

Arkansas	WEALTH ENHANCEMENT GROUP, LLC	2024-11-07	C T CORPORATION SYSTEM	KELLY WINDORSKIOfficer	Active

Arizona	WEALTH ENHANCEMENT GROUP, LLC	2001-01-09	C T CORPORATION SYSTEM	—	Active

California	WEALTH ENHANCEMENT GROUP, LLC	2021-06-23	C T CORPORATION SYSTEM	Jeffrey T DekkoOfficer	Active

Colorado	Wealth Enhancement Group, LLC	2022-05-02	C T CORPORATION SYSTEM	—	Active

Colorado	WEALTH ENHANCEMENT GROUP, LLC	2001-01-08	—	—	Revoked

Connecticut	WEALTH ENHANCEMENT GROUP LLC	2016-06-01	NATIONAL REGISTERED AGENTS, INC	JEFFREY DEKKOOfficer	Active

Iowa	WEALTH ENHANCEMENT GROUP, LLC	2007-07-31	NATIONAL REGISTERED AGENTS, INC	—	Active

Idaho	Wealth Enhancement Group, LLC	2019-07-29	C T CORPORATION SYSTEM	Jeff DekkoDirector	Active

Illinois	WEALTH ENHANCEMENT GROUP, LLC	2015-07-24	NATIONAL REGISTERED AGENTS, INC	WEG SUB HOLDINGS, LLCManager	Active

Indiana	WEALTH ENHANCEMENT GROUP, LLC	2025-08-20	C T CORPORATION SYSTEM	—	Active

Kentucky	WEALTH ENHANCEMENT GROUP, LLC	2024-02-06	C T CORPORATION SYSTEM	—	Active

Louisiana	WEALTH ENHANCEMENT GROUP, LLC	2025-04-02	C T CORPORATION SYSTEM	WEG SUB HOLDINGS, LLCMember	Active

Massachusetts	WEALTH ENHANCEMENT GROUP, LLC	2021-05-13	CT CORPORATION SYSTEM	JEFFREY T. DEKKOManagerVictoria DenaroOfficer	Active

Maryland	WEALTH ENHANCEMENT GROUP, LLC	2019-07-29	THE CORPORATION TRUST INCORPORATED	—	Active

Maine	WEALTH ENHANCEMENT GROUP, LLC	2025-01-17	C T CORPORATION SYSTEM	—	Active

Michigan	WEALTH ENHANCEMENT GROUP, LLC	2000-07-27	PETER CIAVAGLIA	—	Active

Michigan	WEALTH ENHANCEMENT GROUP, LLC	2024-05-24	C T CORPORATION SYSTEM	—	Active

Minnesota	Wealth Enhancement Group, LLC	2003-02-03	—	Jeff DekkoManager	Active

Mississippi	Wealth Enhancement Group, LLC	2025-05-16	C T CORPORATION SYSTEM	Victoria DenaroMember	Active

North Carolina	Wealth Enhancement Group, LLC	2022-05-17	CT Corporation System	Denaro, VictoriaMemberFurcht, ElizabethOfficer	Active

North Dakota	WEALTH ENHANCEMENT GROUP, LLC	2005-09-07	ND Secretary of State (N.D.C.C. § 10-01.1-13)	—	Dissolved

North Dakota	Wealth Enhancement Group, LLC	2025-02-10	C T CORPORATION SYSTEM	—	Active

New Mexico	Wealth Enhancement Group, LLC	2025-01-08	C T CORPORATION SYSTEM	—	Active

Nevada	Wealth Enhancement Group, LLC	2023-04-24	C T CORPORATION SYSTEM**	WEG Sub Holdings, LLCMember	Active

New York	WEALTH ENHANCEMENT GROUP, LLC	2018-04-20	C T CORPORATION SYSTEM	—	Active

Ohio	WEALTH ENHANCEMENT GROUP, LLC	2022-10-06	C T CORPORATION SYSTEM	ERIC DELAINOfficer	Active

Oklahoma	WEALTH ENHANCEMENT GROUP, LLC	2025-01-08	CT CORPORATION SYSTEM	—	Active

Oregon	WEALTH ENHANCEMENT GROUP, LLC	2019-08-12	C T CORPORATION SYSTEM	JEFFREY T DEKKOManager	Active

Pennsylvania	WEALTH ENHANCEMENT GROUP, LLC	2018-11-06	—	Jeffrey DekkoDirector	Active

South Carolina	Wealth Enhancement Group, LLC	2022-05-03	C T Corporation System	—	Active

South Dakota	WEALTH ENHANCEMENT GROUP, LLC	2006-01-31	NATIONAL REGISTERED AGENTS, INC	—	Inactive

South Dakota	Wealth Enhancement Group, LLC	2021-03-22	C T CORPORATION SYSTEM	—	Active

Tennessee	WEALTH ENHANCEMENT GROUP, LLC	2022-06-28	C T CORPORATION SYSTEM	—	Active

Texas	Wealth Enhancement Group, LLC	2016-08-31	National Registered Agents, Inc	JEFFREY T DEKKOOfficer	Active

Utah	WEALTH ENHANCEMENT GROUP, LLC	2022-07-26	CT CORPORATION SYSTEM	Victoria DenaroOfficerBETH FURCHTOfficer	Active

Virginia	Wealth Enhancement Group, LLC	2019-07-30	C T CORPORATION SYSTEM	—	Active

Vermont	WEALTH ENHANCEMENT GROUP, LLC	2025-05-30	C T CORPORATION SYSTEM	—	Suspended

Washington	WEALTH ENHANCEMENT GROUP, LLC	2022-09-08	C T CORPORATION SYSTEM	ELIZABETH FURCHTDirector	Active

West Virginia	WEALTH ENHANCEMENT GROUP, LLC	2025-01-17	C T CORPORATION SYSTEM	WEG SUB HOLDINGS, LLCMember	Active

Permits

28 records

Source: TX sales tax permitted locations · TX sales tax permits·verified at source

State	Permit	Issued	Type	Location	Status
Texas	32061445584	2026-06-26	—	TPC DR STE 110	Unknown
address number 6950 address text TPC DR STE 110 city taid 2043045 county taid — first sale date 2026-06-01T00:00:00.000 juris city MCKINNEY loc city MCKINNEY loc county 43 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 14 loc state TX loc zip 75070 loc zip4 1333 mass transit auth1 taid — mass transit auth2 taid — naics 523999 org type CI permit date 2026-06-26T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/76f8760f2163278186d19c3d
Texas	32061445584	2026-02-25	—	DALLAS PKWY STE 600	Unknown
address number 15851 address text DALLAS PKWY STE 600 city taid 2057217 county taid — first sale date 2026-02-01T00:00:00.000 juris city ADDISON loc city ADDISON loc county 57 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 13 loc state TX loc zip 75001 loc zip4 6030 mass transit auth1 taid 3057994 mass transit auth2 taid — naics 523999 org type CI permit date 2026-02-25T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/5b101eed903501267cb234a2
Texas	32061445584	2026-01-26	—	N CAPITAL OF TEXAS HWY STE 4107	Unknown
address number 8911 address text N CAPITAL OF TEXAS HWY STE 4107 city taid 2227016 county taid — first sale date 2025-12-01T00:00:00.000 juris city AUSTIN loc city AUSTIN loc county 227 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 12 loc state TX loc zip 78759 loc zip4 7267 mass transit auth1 taid 3227999 mass transit auth2 taid — naics 523930 org type CI permit date 2026-01-26T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/baf91d4f1277f41fc94ba258
Texas	32061445584	2025-02-18	—	MILTON ST STE 604	Unknown
address number 5646 address text MILTON ST STE 604 city taid 2057011 county taid — first sale date 2025-01-01T00:00:00.000 juris city DALLAS loc city DALLAS loc county 57 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 3 loc state TX loc zip 75206 loc zip4 3963 mass transit auth1 taid 3057994 mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/be13ddb7e9d3d17e951a594e
Texas	32061445584	2025-02-18	—	QUORUM DR STE 350	Unknown
address number 14850 address text QUORUM DR STE 350 city taid 2057217 county taid — first sale date 2025-01-01T00:00:00.000 juris city ADDISON loc city DALLAS loc county 57 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 2 loc state TX loc zip 75254 loc zip4 1424 mass transit auth1 taid 3057994 mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/a9462442e33b767b7ec66bae
Texas	32061445584	2025-02-18	—	SOUTHRIDGE CT STE 104	Unknown
address number 1241 address text SOUTHRIDGE CT STE 104 city taid 2220086 county taid — first sale date 2025-01-01T00:00:00.000 juris city HURST loc city HURST loc county 220 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 7 loc state TX loc zip 76053 loc zip4 4392 mass transit auth1 taid — mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid 5220512 special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/cfd2b0842bd6ae249ac9284d
Texas	32061445584	2025-02-18	—	GROGANS MILL RD STE 150	Unknown
address number 10077 address text GROGANS MILL RD STE 150 city taid — county taid — first sale date 2025-01-01T00:00:00.000 juris city THE WOODLANDS loc city THE WOODLANDS loc county 170 loc juris N loc name WEALTH ENHANCEMENT GROUP, LLC loc number 11 loc state TX loc zip 77380 loc zip4 1098 mass transit auth1 taid — mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid 5170503 special purp dist2 taid 5170629 special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/52bbf994abd2f338a02efcb9
Texas	32061445584	2025-02-18	—	NEALY WAY STE 214	Unknown
address number 3122 address text NEALY WAY STE 214 city taid 2092018 county taid 4092009 first sale date 2025-01-01T00:00:00.000 juris city LONGVIEW loc city LONGVIEW loc county 92 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 9 loc state TX loc zip 75605 loc zip4 1092 mass transit auth1 taid — mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid — special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/f90ad102f51f39a57bc6d0c0
Texas	32061445584	2025-02-18	—	E STATE HIGHWAY 114 STE 160	Unknown
address number 950 address text E STATE HIGHWAY 114 STE 160 city taid 2220273 county taid — first sale date 2025-01-01T00:00:00.000 juris city SOUTHLAKE loc city SOUTHLAKE loc county 220 loc juris Y loc name WEALTH ENHANCEMENT GROUP, LLC loc number 6 loc state TX loc zip 76092 loc zip4 5261 mass transit auth1 taid — mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid 5220594 special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/0b1d42eaf087e79554e470f0
Texas	32061445584	2025-02-18	—	GRAND RESERVE DR STE 805	Unknown
address number 23410 address text GRAND RESERVE DR STE 805 city taid — county taid — first sale date 2025-01-01T00:00:00.000 juris city KATY loc city KATY loc county 101 loc juris N loc name WEALTH ENHANCEMENT GROUP, LLC loc number 8 loc state TX loc zip 77494 loc zip4 4983 mass transit auth1 taid 3101990 mass transit auth2 taid — naics 523999 org type CI permit date 2025-02-18T00:00:00.000 special purp dist1 taid 5101918 special purp dist2 taid — special purp dist3 taid — special purp dist4 taid — tp address 505 HIGHWAY 169 N STE 900 tp city PLYMOUTH tp county 0 tp name WEALTH ENHANCEMENT GROUP, LLC tp number 32061445584 tp state MN tp zip 55441 tp zip4 4723 unique taid — Source: TX sales tax permitted locations · document dtx-permits/c9c78880ec4b0eebc0b57c94

Licenses & authorities

4 records

Source: albuquerque nm civicaccess licenses · winter springs fl business licenses · orange ca business licenses · boca raton fl business licenses·verified at source

4 licenses

Issued 1Active 1Archived Legacy - PLN 1Not reported 1

Commercial Business Tax Receipt (BTR) 1Financial Services 1Business License Commercial 1

State	License / ID	Type	Issued	Status
Florida	BTR-COMM-000441-2024	Commercial Business Tax Receipt (BTR)	2025-09-30	Issued
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: 505 N Hwy 169 · AddressLine2: 505 N Hwy 169 · AddressTypeName: Mailing · UnitOrSuite: Suite 900 · City: Plymouth · StateName: MN · PostalCode: 55441 · IsMain: true · FullAddress: 505 N Hwy 169 505 N Hwy 169 Suite 900 Plymouth MN 55441 address display 505 N Hwy 169 505 N Hwy 169 Unit: Suite 900 Plymouth MN 55441 apply date 2025-09-30T14:40:15.573 business id eaaf2ffc-7116-4dd3-95f8-0ba55ffe0660 business status Applied business type name — case id 0bb20a3e-1bc5-44ff-9354-05a72f9cba38 case number BTR-COMM-000441-2024 case status Issued case status id — case type Commercial Business Tax Receipt (BTR) case type id — case workclass Commercial Business Tax Receipt case workclass id — closed date — company name Wealth Enhancement Group, LLC company type name Limited Liability Company complete date — dba — description Financial Services expected end date — expire date 2026-09-30T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2025-09-30T00:00:00 last audit date — license year — main parcel 01-21-30-505-0000-0080 module name 8 opened date — project name — request date — schedule date — start date — tax id — Source: winter springs fl business licenses · document dtx-licenses/8c1ca9dff90d55f5c7d09c85
Florida	BTR-007285	Financial Services	2025-08-29	Active
address CountryTypeId: 0 · CountryTypeName: US · StreetTypeName: RD · PreDirection: W · PostDirection: · AddressLine1: 2255 · AddressLine2: GLADES · AddressLine3: · AddressTypeName: Location · UnitOrSuite: #324A · City: BOCA RATON · StateName: FL · PostalCode: 33431 · IsMain: true · FullAddress: 2255 W GLADES RD #324A BOCA RATON FL 33431 address display 2255 W GLADES RD Unit: #324A BOCA RATON FL 33431 apply date 2025-08-28T15:44:03.82 business id e4fdd2f4-3201-4ac9-9ccc-f90a2be4bd1b business status Active business type name — case id 9f240488-e109-4917-86a5-28316fe8b090 case number BTR-007285 case status Active case status id — case type Financial Services case type id — case workclass Professional Business - Financial Services case workclass id — closed date — company name WEALTH ENHANCEMENT GROUP, LLC company type name Limited Liability Company complete date — dba — description FINANCIAL OTHER ACTIVITIES/NOT REGULATED expected end date — expire date 2026-09-30T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2025-08-29T00:51:42.053 last audit date — license year — main parcel 06424714120010000 module name 8 opened date — project name — request date — schedule date — start date — tax id — Source: boca raton fl business licenses · document dtx-licenses/4c06daf891d29b8af278d1bd
California	—	—	2025-04-01	Unknown

New Mexico	COM-2025-384731	Business License Commercial	2025-01-15	Archived Legacy - PLN
address CountryTypeId: 0 · CountryTypeName: US · AddressLine1: 8000 PENNSYLVANIA CIR NE · AddressTypeName: Location · IsMain: true · FullAddress: 8000 PENNSYLVANIA CIR NE address display 8000 PENNSYLVANIA CIR NE apply date 2025-01-15T10:08:38 business id F14CFDD4-7042-43BF-8444-2896F203BDC0 business status Archived Legacy - PLN business type name All Other Insurance Related Activities case id 02B5315F-A45C-40FB-BD55-3CE16FF4D6E2 case number COM-2025-384731 case status Archived Legacy - PLN case status id — case type Business License Commercial case type id — case workclass Commercial case workclass id — closed date — company name Wealth Enhancement Group LLC company type name Limited Liability Company complete date — dba — description — expected end date — expire date 2026-01-14T00:00:00 final date — holder company name — holder first name — holder last name — holder middle name — issue date 2025-01-15T10:08:38 last audit date — license year — main parcel 101905832507540816 module name 8 opened date 2022-09-26T00:00:00 project name — request date — schedule date — start date — tax id — Source: albuquerque nm civicaccess licenses · document dtx-licenses/3e6a063b023aef439f03d54c

H-1B

4 records

Source: DOL h1b disclosure·verified at source

4 LCA filings

Certified 4

Offered wage median $73,923 · range $52,000–$115,000 · FY 2013–2019Investment fund manager 2Investment portfolio analyst 1Portfolio analytics associate 1

Case	Filed	Job title	Wage	Worksite	Status
I-200-19122-963545	2019-05-03	INVESTMENT PORTFOLIO ANALYST	$115,000/yr	Plymouth	CERTIFIED
amended petition 0 attorney agent city MINNEAPOLIS attorney agent state MN case number I-200-19122-963545 case status CERTIFIED change employer 0 continued employment 1 decision date 2019-05-09T22:00:38 employer address1 505 HIGHWAY 169 NORTH employer address2 SUITE 900 employer city PLYMOUTH employer country UNITED STATES OF AMERICA employer dba — employer name WEALTH ENHANCEMENT GROUP LLC employer phone 7634171424 employer postal code 55441 employer state MN employment begin date 2019-08-14T00:00:00 employment end date 2022-08-13T00:00:00 fiscal year 2019 full time position Y h1b dependent N job title INVESTMENT PORTFOLIO ANALYST lawfirm name GRELL FEIST PLC naics code 523930 new employment 0 original cert date — prevailing wage 105560 pw unit of pay Year pw wage level Level II received date 2019-05-03T08:46:28 soc code 11-9199 soc title MANAGERS, ALL OTHER source file H-1B_Disclosure_Data_FY2019 total worker positions 1 visa class H-1B wage rate from 115000 wage rate to 115000 wage unit of pay Year willful violator N worksite address1 505 Highway 169 North worksite city Plymouth worksite county Hennepin worksite postal code 55441 worksite state MINNESOTA Source: DOL h1b disclosure · document dol-h1b/I-200-19122-963545
I-200-16057-117611	2016-02-29	INVESTMENT FUND MANAGER	$73,923/yr	PLYMOUTH	CERTIFIED
attorney agent city MINNEAPOLIS attorney agent name HILGERS, DEANNE attorney agent state MN case number I-200-16057-117611 case status CERTIFIED decision date 2016-03-04T00:00:00 employer address1 505 HIGHWAY 169 NORTH employer city PLYMOUTH employer country UNITED STATES OF AMERICA employer name WEALTH ENHANCEMENT GROUP, LLC employer phone 7634171700 employer postal code 55441 employer state MN employment begin date 2016-08-14T00:00:00 employment end date 2019-08-13T00:00:00 fiscal year 2016 full time position — h1b dependent N job title INVESTMENT FUND MANAGER naics code 523930 original cert date — prevailing wage 73923 pw unit of pay Year received date 2016-02-29T00:00:00 soc code 11-9199 soc title MANAGERS, ALL OTHER source file H-1B_Disclosure_Data_FY16 total worker positions 1 visa class H-1B wage rate from 73923 wage rate to 73923 wage unit of pay Year willful violator N worksite city PLYMOUTH worksite county HENNEPIN worksite postal code 55441 worksite state MN Source: DOL h1b disclosure · document dol-h1b/I-200-16057-117611
I-200-15132-519138	2015-07-14	INVESTMENT FUND MANAGER	73923.00 - 73923.00/yr	PLYMOUTH	CERTIFIED
attorney agent city MINNEAPOLIS attorney agent name DEANNE HILGERS attorney agent state MN case number I-200-15132-519138 case status CERTIFIED decision date 2015-07-21T00:00:00 employer address1 505 HIGHWAY 169 NORTH employer address2 SUITE 900 employer city PLYMOUTH employer country UNITED STATES OF AMERICA employer name WEALTH ENHANCEMENT GROUP, LLC employer phone 7634171700 employer postal code 55441 employer state MN employment begin date 08/01/2015 employment end date 08/13/2016 fiscal year 2015 full time position Y h1b dependent N job title INVESTMENT FUND MANAGER naics code 523930 prevailing wage 73923.00 pw unit of pay Year pw wage level Level I received date 2015-07-14T00:00:00 soc code 11-9199 soc title MANAGERS, ALL OTHER source file H-1B_Disclosure_Data_FY15_Q4 total worker positions 1 visa class H-1B wage rate from 73923.00 - 73923.00 wage unit of pay Year willful violator N worksite city PLYMOUTH worksite county HENNEPIN worksite postal code 55441 worksite state MN Source: DOL h1b disclosure · document dol-h1b/I-200-15132-519138
I-200-13018-024818	2013-02-22	PORTFOLIO ANALYTICS ASSOCIATE	$52,000/yr	PLYMOUTH	CERTIFIED
case number I-200-13018-024818 case status CERTIFIED decision date 2013-02-28T22:01:15 employer address1 505 HIGHWAY 169 NORTH employer city PLYMOUTH employer name WEALTH ENHANCEMENT GROUP, LLC employer postal code 55441 employer state MN employment begin date 2013-08-14T00:00:00 employment end date 2016-08-13T00:00:00 fiscal year 2013 full time position Y job title PORTFOLIO ANALYTICS ASSOCIATE naics code 523930 prevailing wage 50960.00 pw unit of pay Year received date 2013-02-22T16:15:48 soc code 13-2051 soc title Financial Analysts source file LCA_FY2013 total worker positions 1 visa class H-1B wage rate from 52000 wage rate to 52000 wage unit of pay Year worksite city PLYMOUTH worksite state MN Source: DOL h1b disclosure · document dol-h1b/I-200-13018-024818

E-Verify

1 record

Source: USCIS everify employers·verified at source

State	Workforce	Hiring sites	Enrolled	Industry	Status
39 states	1,000 to 2,499	193	7/31/2023	FINANCE AND INSURANCE (52)	Open
account status Open date enrolled 7/31/2023 day of last updated date June 1, 2026 employer name Wealth Enhancement Group, LLC hiring site locations AZ,CA,CO,CT,FL,GA,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,ND,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV industry type FINANCE AND INSURANCE (52) last updated date 6/1/2026 number of hiring sites 193 number of records 1 opted into everify plus No workforce size 1,000 to 2,499 Source: USCIS everify employers · document everify/

401(k)

20 records

Source: DOL Form 5500 series (EBSA) · DOL form 5500·verified at source

Employee-benefit plan filings by WEALTH ENHANCEMENT GROUP, LLC with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.

Employees (modeled)	≈81 · plan year 2002
Est. annual revenue (modeled)	$29M
Retirement plan assets	$1.2M
Benefit plans	401(k) plan on file
Filing history	4 plan years filed, 1999–2002
Sponsor EIN	41-1883252

$10.1M

1999

$29.3M

2000

$36.1M

2001

$29M

2002

Modeled annual revenue for WEALTH ENHANCEMENT GROUP, LLC by plan year, estimated from Form 5500 participant counts.

Plan year	Employees (est.)	Participants	Plan assets	Revenue (est.)	401(k)
2002	≈81	110 (73 active)	$1.2M	$29M	401(k)
active participants 73 admin name SAME ein 411883252 employees est 81 employer contrib usd 180913 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true naics 523900 naics rpe level 5239 naics rpe usd 732060.6 name WEALTH ENHANCEMENT GROUP participant contrib usd 343856 payroll est usd 4912229 plan assets usd 1215533 plan count 1 revenue est headcount usd 59296909 revenue est payroll usd 14144050 revenue est usd 28960291 signer name MARK BEETHE state MN total participants 110 year 2002 Source: DOL Form 5500 series (EBSA) · plan year 2002 · EIN 41-1883252
2001	≈97	90 (87 active)	$1.2M	$36.1M	401(k)
active participants 87 admin name SAME ein 411883252 employees est 97 employer contrib usd 227538 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true naics 523900 naics rpe level 5239 naics rpe usd 732060.6 name WEALTH ENHANCEMENT GROUP participant contrib usd 446574 payroll est usd 6379629 plan assets usd 1168381 plan count 1 revenue est headcount usd 71009878 revenue est payroll usd 18369216 revenue est usd 36116420 signer name DAVID J HESS state MN total participants 90 year 2001 Source: DOL Form 5500 series (EBSA) · plan year 2001 · EIN 41-1883252
2000	≈99	25 (89 active)	$646,419	$29.3M	401(k)
active participants 89 admin name SAME ein 411883252 employees est 99 employer contrib usd 154301 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true naics 523900 naics rpe level 5239 naics rpe usd 732060.6 name WEALTH ENHANCEMENT GROUP, LLC participant contrib usd 288169 payroll est usd 4116700 plan assets usd 646419 plan count 1 revenue est headcount usd 72473999 revenue est payroll usd 11853441 revenue est usd 29309832 state MN total participants 25 year 2000 Source: DOL Form 5500 series (EBSA) · plan year 2000 · EIN 41-1883252
1999	≈28	—	$205,688	$10.1M	401(k)
active participants 25 admin name SAME ein 411883252 employees est 28 employer contrib usd 75207 estimate method v1-uncalibrated-2026-08-17 final filings 0 first filings 0 has 401k true has pension plan true has welfare plan false headcount basis active headcount suspect false is operating employer true naics 523900 naics rpe level 5239 naics rpe usd 732060.6 name WEALTH ENHANCEMENT GROUP, LLC participant contrib usd 120907 payroll est usd 1727243 plan assets usd 205688 plan count 1 revenue est headcount usd 20497697 revenue est payroll usd 4973345 revenue est usd 10096639 state MN year 1999 Source: DOL Form 5500 series (EBSA) · plan year 1999 · EIN 41-1883252

Matched Form 5500 filing records:

Plan	Plan year	Participants	EIN
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20191015091253P030082193303001 active participants 265 admin ein — admin name — business code 523900 date received 2019-10-15 filing status FILING_RECEIVED filing year 2018 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2018-01-01 sponsor address1 505 NORTH HIGHWAY 169 SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171414 sponsor state MN sponsor zip 55441 tax period 2018-12-31 total participants boy 255 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20171013170252P030195684759001 active participants 208 admin ein — admin name — business code 523900 date received 2017-10-13 filing status FILING_RECEIVED filing year 2016 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2016-01-01 sponsor address1 505 NORTH HIGHWAY 169 SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171414 sponsor state MN sponsor zip 55441 tax period 2016-12-31 total participants boy 187 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20121012193421P030014830114001 active participants 151 admin ein 753100788 admin name WEALTH ENHANCEMENT GROUP, LLC business code 523900 date received 2012-10-12 filing status FILING_RECEIVED filing year 2011 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2011-01-01 sponsor address1 505 NORTH HIGHWAY 169, SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2011-12-31 total participants boy 165 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20150727132052P030138165729001 active participants 162 admin ein — admin name — business code 523900 date received 2015-07-27 filing status FILING_RECEIVED filing year 2014 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2014-01-01 sponsor address1 505 NORTH HIGHWAY 169, SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2014-12-31 total participants boy 196 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20141008072557P040013885407001 active participants 157 admin ein — admin name — business code 523900 date received 2014-10-08 filing status FILING_RECEIVED filing year 2013 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2013-01-01 sponsor address1 505 NORTH HIGHWAY 169, SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2013-12-31 total participants boy 180 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20221017125347NAL0035607856001 active participants 853 admin ein — admin name — business code 523900 date received 2022-10-17 filing status FILING_RECEIVED filing year 2021 form type 5500 pension benefit code 2E2F2G2J2K2S3D2R3B2T plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2021-01-01 sponsor address1 505 NORTH HIGHWAY 169 SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2021-12-31 total participants boy 511 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20211015162750NAL0013779107001 active participants 464 admin ein — admin name — business code 523900 date received 2021-10-15 filing status FILING_RECEIVED filing year 2020 form type 5500 pension benefit code 2E2F2G2J2K2S2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2020-01-01 sponsor address1 505 NORTH HIGHWAY 169 SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171414 sponsor state MN sponsor zip 55441 tax period 2020-12-31 total participants boy 419 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20130731112949P030119338917001 active participants 146 admin ein — admin name — business code 523900 date received 2013-07-31 filing status FILING_RECEIVED filing year 2012 form type 5500 pension benefit code 2E2F2G2J2K2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2012-01-01 sponsor address1 505 NORTH HIGHWAY 169, SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2012-12-31 total participants boy 181 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20201020155622NAL0000455809001 active participants 361 admin ein — admin name — business code 523900 date received 2020-10-20 filing status FILING_RECEIVED filing year 2019 form type 5500 pension benefit code 2E2F2G2J2K2S2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2019-01-01 sponsor address1 505 NORTH HIGHWAY 169 SUITE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171414 sponsor state MN sponsor zip 55441 tax period 2019-12-31 total participants boy 310 welfare benefit code — Source: DOL form 5500 · document dol-5500/
WEALTH ENHANCEMENT GROUP 401(K) PLAN	—	—	—
ack id 20231013162856NAL0022383555001 active participants 1096 admin ein — admin name — business code 523900 date received 2023-10-13 filing status FILING_RECEIVED filing year 2022 form type 5500 pension benefit code 2R2E2F2G2J2K2S3B2T3D plan effective date 1999-01-01 plan name WEALTH ENHANCEMENT GROUP 401(K) PLAN plan number 001 plan year begin date 2022-01-01 sponsor address1 505 HIGHWAY 169 N STE 900 sponsor address2 — sponsor city PLYMOUTH sponsor dba name — sponsor ein 753100788 sponsor name WEALTH ENHANCEMENT GROUP, LLC sponsor phone 7634171700 sponsor state MN sponsor zip 55441 tax period 2022-12-31 total participants boy 914 welfare benefit code — Source: DOL form 5500 · document dol-5500/

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