Antonio Luis Montes de oca
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2024 to now
- Wealth Enhancement GroupJul 2024 to now
- Rh Advisors, LLCJan 2023 to Jun 2024
- Utah State UniversityAug 2022 to Dec 2022
- Charles SchwabJun 2022 to Jul 2022
- DoordashAug 2021 to May 2022
- Holladay Bank & TrustFeb 2021 to Jul 2021
- Granite School DistrictAug 2020 to Jan 2021
- Harland ClarkeMay 2020 to Aug 2020
- DynataSep 2019 to Mar 2020
- N/aAug 2018 to Sep 2019
- Kearns Oquirrh Park Fitness CenterJun 2018 to Aug 2018
- Granite School DistrictAug 2017 to Jun 2018
- Rocky Mountain RacewayMay 2017 to Aug 2017
- Granite School DistrictJan 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7537960
- Firm CRD
- 116407