Alaina Mattix
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2022 to now
- Wealth Enhancement GroupNov 2021 to now
- UnemployedAug 2021 to Oct 2021
- Reap Group, LLCSep 2018 to Jul 2021
- The Vanguard Group, Inc.Aug 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6695564
- Firm CRD
- 116407