Marc
Lewyn
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Marc Lewyn is a financial advisor who works out of Atlanta, Georgia who has 3 years of industry experience. Lewyn is on the advisory team at Wealth Enhancement Advisory Services, LLC. Throughout their career, they have worked at Gv Atlanta, Inc, Minnesota Life, Gv Financial Advisors, Inc, Securian Financial Services, Inc, Wealth Enhancement Advisory Services, Joyn Advisors, Inc, Joyn Atlanta, Inc and Wealth Enhancement Group. Lewyn maintains a Series 63 license, qualifying them as a securities broker, and can operate in Georgia and Texas. Wealth Enhancement Advisory Services, LLC is an advisory business operating out of Minneapolis, MN. It oversees $56 billion in assets under management across its 128,050 client accounts, placing it among the largest firms in the United States by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Wealth Enhancement Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Marc Lewyn Work History
Marc has been registered as a financial advisor for 3 years.*
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Joyn Advisors, Inc
Joyn Atlanta, Inc
Securian Financial Services, Inc
Gv Atlanta, Inc
Minnesota Life
Gv Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marc Lewyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Enhancement Advisory Services, LLC
Walnut Creek, CA
Minneapolis, MN
Houston, TX
Green Bay, WI
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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