Coronado, CA 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
120 C Ave, Suite 170
Coronado CA 92118
Advisors at this office
5
Advisors at this office
Joseph D
CFP®, Series 66
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Joseph Davies is a CFP®-certified financial advisor with one year of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial LLC, Merrill Lynch, and various entrepreneurial and investment-related positions. Wealth Enhancement Advisory Services manages over $122 billion in assets and 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 emphasizes diversified, risk-class based allocations combining passive and active management, supported by an internal Investment Committee.
Colin R
CFP®, CFA®, Series 66
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Colin Roesler is a CFP® and CFA® with nine years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at BNY Mellon, J.P. Morgan Securities, JPMorgan Chase Bank, and Morgan Stanley. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Brandon M
CFP®, Series 63, Series 65
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Brandon Mather is a CFP® professional with 14 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Dunham & Associates Investment Counsel, Inc. and LPL Financial LLC. He is based in Coronado, CA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.
Daniel G
CFP®, Series 63, Series 65
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Daniel Gensler is a CFP® with 39 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes long tenures at LPL Financial LLC and The Gensler Group. He is also an author of a book. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, providing financial planning, asset management, and specialized consulting through a network of hundreds of advisors. The firm’s investment approach combines strategic allocation across risk classes with a mix of passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.
Britta F
CFP®, Series 66, Series 63
Coronado, CA
Wealth Enhancement Advisory Services, LLC
Britta Ferguson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP®, Series 66, and Series 63 designations and bringing 12 years of industry experience. Her career includes roles at First American Trust and LPL Financial LLC before joining Wealth Enhancement in 2022. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a network of advisors. The firm employs a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.
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