The Wealth Enhancement Group, Inc.

The Wealth Enhancement Group, Inc. (CRD# 126060) is a financial advisory firm headquartered in Alpharetta, GA. They manage $161,554,984 in 645 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $250,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, NC, PA

Financial Advisors at The Wealth Enhancement Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven F. Petcovic
CRD#: 4397453
1075-b Powers Place, Suite B, Alpharetta, GA 30009
93
Wealthminder
score

Steven Petcovic (CRD# 4397453) is an Investment Advisor Representative working at The Wealth Enhancement Group, Inc. in Alpharetta, GA and has over 15 years of experience in the finance industry.

2
Michael S. Ross
CRD#: 2708310
1075 Powers Place Suite B, Alpharetta, GA 30009
93
Wealthminder
score

Michael Ross (CRD# 2708310) is an Investment Advisor Representative working at The Wealth Enhancement Group, Inc. in Alpharetta, GA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.