WEALTH ENHANCEMENT & PRESERVATION, INC.

Overview

Wealth Enhancement & Preservation, Inc. is a small, fee-based registered investment adviser serving both individual and institutional clients. The firm operates as a capital allocator, offering financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee menu includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, indicating flexibility to accommodate both ongoing advisory relationships and project-based work. Investment activity shows a clear preference for equities, with a dominant allocation to exchange-traded securities. The firm also uses mutual funds as part of its core implementation toolkit and allocates to third‑party alternative managers in hedge funds and commodities. Wealth Enhancement & Preservation, Inc. does not identify as an active ESG investor and appears to run a concentrated, equity-first approach supplemented by alternatives where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices