Adam Palafox
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2025 to now
- Wealth Enhancement GroupJun 2025 to now
- Holland ParkerMar 2023 to Jun 2025
- Dell TechnologiesOct 2021 to Mar 2023
- Texas A&m Golf ClubJun 2021 to Oct 2021
- Leadpoint IncMay 2020 to May 2021
- Texas A&m UniversityAug 2019 to May 2021
- Blinn CollegeAug 2018 to Aug 2019
- Lonestar Community CollegeAug 2017 to Aug 2018
- The Woodlands High SchoolAug 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8069307
- Firm CRD
- 116407