Coconut Grove, FL Office
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Wealth Enhancement Advisory Services, LLC
Enterprise
Firm-wide stats for Wealth Enhancement Advisory Services, LLC
About
Wealth Enhancement Advisory Services (WEAS) provides financial planning, discretionary and non‑discretionary asset management, retirement‑plan consulting, and referrals to separate managed account investment managers for individuals, high‑net‑worth clients, corporations and retirement plans. The firm operates at scale—managing over $122 billion in regulatory AUM through a large advisor network and multiple program options including wrap, ETF‑focused, institutional, and model‑based solutions.
WEAS’s investment process emphasizes diversified, risk‑class based allocations that blend passive and active managers and employ quantitative, momentum, and fundamental analysis; portfolio construction and rebalancing are overseen by an internal Investment Committee. The firm also offers a range of implementation tools and services—including held‑away account management via the Pontera platform, sub‑advisory SMA access, asset‑location services, and model portfolios—while noting that model and third‑party providers are evaluated for cost, tax efficiency, and manager due diligence.
Compared with many large enterprises, WEAS discloses several uncommon features and inter‑firm arrangements in its brochure: it documents transitional billing practices for clients transferred from predecessor advisers and, unusually for firms of its size, advertises predecessor performance; it also delegates operational and TAMP functions to an affiliate (Advisory Solutions Group) and relies on multiple affiliated services such as NorthCrest sub‑advice, an affiliated trust company (WETS), and a tax/consulting affiliate. The brochure further highlights potential conflicts tied to advisor equity ownership, model‑provider fee markups, and referral arrangements with custodians and third‑party platforms—matters the firm discloses as part of its compliance and client‑disclosure practices.
Expertise
Occupation focus
Demographic focus
Location
2665 S Bayshore Dr, Suite 230
Coconut Grove FL 33133
Advisors at this office
6
Advisors at this office
Louis F
CFP®, PFS™, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Louis Feldman is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he was with Investor Solutions from 2015 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.
Brett F
CFP®, Series 65, Series 66
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Brett Fingerhut is a CFP® professional with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he spent around a decade at Investor Solutions. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and offers diversified investment solutions that combine passive and active managers, overseen by an internal Investment Committee.
John P
CFP®, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
John Pitlosh is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he spent 13 years at Investor Solutions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services, utilizing a strategic investment approach that combines passive and active management informed by quantitative and fundamental research.
Francis A
Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Francis Armstrong III is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Investor Solutions Inc. for 28 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2021. He is also the owner and board chairman of Managed Account Services, Inc., from which he collects residual payments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active managers informed by quantitative and fundamental research.
Richard F
CFP®, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Richard Feldman is a CFP® professional with 23 years of experience in the financial advisory industry. He currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has been since 2021. Prior to that, he spent 19 years at Investor Solutions Inc. He is also the owner of Managed Account Services, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.
Robert G
CFP®, Series 63, Series 65
Coconut Grove, FL
Wealth Enhancement Advisory Services, LLC
Robert Gordon is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Investor Solutions, Inc. for 13 years before joining Wealth Enhancement Advisory Services in 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.
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