Orcutt, 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
340 E Clark Ave
Orcutt CA 93455
Advisors at this office
5
Advisors at this office
Bradley B
CFP®, Series 63, Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
Bradley Boulton is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Vivid Financial Management, Inc. and Mutual Securities, Inc. Outside of his advisory work, he has involvement with a business entity used for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.
James S
CFP®, Series 63, Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
James Simonaro is a CFP®-certified financial advisor with Wealth Enhancement Advisory Services, LLC, based in Orcutt, CA. He has five years of industry experience, including roles at Vivid Financial Management and Tesla. His current tenure at Wealth Enhancement Advisory Services began in 2022. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.
Timothy N
CFP®, Series 63, Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
Timothy Noe is a CFP® professional with three years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at LPL Financial LLC and United Parcel Service. Outside of advising, he provides administrative support to Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based investment strategies that combine passive and active management, supported by an internal Investment Committee and multiple implementation tools.
David V
Series 63, Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
David Valencia is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 63 and Series 65 credentials. He has professional experience spanning roles at Pepperdine University and Wealth Enhancement Advisory Services, and also performs notary public services in Orcutt, CA. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans through diversified, risk-class based investment strategies combining passive and active management. The firm offers a variety of program options and supports portfolio construction and rebalancing overseen by an internal Investment Committee.
Michael R
Series 65
Orcutt, CA
Wealth Enhancement Advisory Services, LLC
Michael Ross Jr. is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Vivid Financial Management and in various roles outside the financial sector, including at the EPA Department of Recycling, Recovery, and Resources. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that incorporates both quantitative and fundamental analysis.
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