Omar Chyou
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2026 to now
- Wealth Enhancement GroupFeb 2026 to now
- Bank of America, N.A.Feb 2023 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Jan 2026
- Unionbanc Investment ServicesAug 2020 to Jan 2023
- Mufg Union BankJul 2020 to Jan 2023
- Qualified PlanningApr 2020 to Jun 2020
- Self EmployedSep 2019 to Jun 2020
- First Western TrustJun 2017 to Sep 2019
- U.S. Bancorp Investments, Inc.Apr 2012 to Jun 2017
- U.S. Bank Private Wealth ManagementApr 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2852698
- Firm CRD
- 116407