West Conshohocken, PA Barr Harbor Dr Office

Team
Updated today
Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Firm-wide stats for Wealth Enhancement Advisory Services, LLC

Total advisors

1,016

Across 321 offices

Clients per advisor

80 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

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.

Based on Wealth Enhancement Advisory Services, LLC

Expertise

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on Wealth Enhancement Advisory Services, LLC

Occupation focus

Executive Founder/Business Owner Retired

Based on Wealth Enhancement Advisory Services, LLC

Demographic focus

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

Based on Wealth Enhancement Advisory Services, LLC

Location

300 Barr Harbor Dr, Suite 175

West Conshohocken PA 19428

Advisors at this office

5

Advisors at this office

user avatar

Kimberly J

CFP®, Series 66

West Conshohocken, PA

Wealth Enhancement Advisory Services, LLC

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

James W

Series 63, Series 65

West Conshohocken, PA

Wealth Enhancement Advisory Services, LLC

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. 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 a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Timothy H

CFP®, Series 63

West Conshohocken, PA

Wealth Enhancement Advisory Services, LLC

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Michael L

CFP®, Series 65

West Conshohocken, PA

Wealth Enhancement Advisory Services, LLC

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and combines passive and active investment strategies with oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Donald R

Series 63, Series 65

West Conshohocken, PA

Wealth Enhancement Advisory Services, LLC

Donald Riley is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Wealth Enhancement Advisory Services in 2019, he worked at Purshe Kaplan Sterling Investments and Millennium Wealth Advisors. He is also involved as a Senior Vice President in a fixed insurance business. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)