← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（08/23/2024）
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 所有者与执行高管（CRD 116407）
机构事实页：WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 事实页 → | 官方原文：IAPD firm-summary/116407
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP, LLC | 境内实体 | OWNER | 是 | E |
| DEKKO, JEFFREY, THOMAS HAROLD | 个人 | CHIEF MANAGER AND PRESIDENT | 是 | NA |
| CAHN, JAMES, LOREN | 个人 | CHAIR OF THE INVESTMENT COMMITTEE AND CHIEF STRATEGY OFFICER | 是 | NA |
| WINDORSKI, KELLY, JOSEPH | 个人 | CHIEF FINANCIAL OFFICER AND TREASURER | 是 | NA |
| FURCHT, ELIZABETH, ANN | 个人 | SECRETARY | — | NA |
| VNAK, BRIAN, JAMES | 个人 | CHIEF ADVISORY OFFICER | 是 | NA |
| SHIDEMAN, FREDERICK, JAMES | 个人 | CHIEF TECHNOLOGY, INFORMATION SECURITY, PORTFOLIO ACCOUNT & TRADING OFFICER | 是 | NA |
| DIECKHAUS, JOSEPH, ALAN | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| WEISS, ERIC, GLENN | 个人 | CHIEF GROWTH OFFICER | 是 | NA |
| BAKER, DONNA, MARIE | 个人 | CORPORATE ADMINISTRATION DIRECTOR | 是 | NA |
Schedule B · 执行高管（30 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| WEG HOLDINGS, LLC | OWNER | 是 |
| TA XIII-A, L.P. | OWNER | 是 |
| TA XIII-B, L.P. | OWNER | 是 |
| TA/WEG HOLDINGS, LLC | OWNER | 是 |
| TA/WEG INTERMEDIATE HOLDINGS, LLC | OWNER | 是 |
| WEG PARENT, LLC | OWNER | 是 |
| TA ASSOCIATES XIII GP, L.P. | GENERAL PARTNER | 是 |
| TA ASSOCIATES XIII GP, L.P. | GENERAL PARTNER | 是 |
| TA ASSOCIATES CAYMAN, LLC | GENERAL PARTNER | 是 |
| WEG BLOCKER, LLC | OWNER | 是 |
| WEG SUB HOLDINGS, LLC | OWNER | 是 |
| WEG SUB INTERMEDIATE HOLDINGS, LLC | OWNER | 是 |
| WEG CONSOLIDATED, LLC | OWNER | 是 |
| TA-WEG AGGREGATOR, LLC | OWNER | 是 |
| ONEX ISO HOLDCO CORP. | OWNER | 是 |
| ONEX ISO LIMITED PARTNERSHIP | OWNER | 是 |
| ONEX PARTNERS V LP | OWNER | 是 |
| ONEX PARTNERS V GP LP | GENERAL PARTNER | 是 |
| ONEX PARTNERS V GP LIMITED | GENERAL PARTNER | 是 |
| ONEX PARTNERS CANADIAN GP INC. | OWNER | 是 |
| ONEX CORPORATION | OWNER | 是 |
| ONEX ISO LIMITED PARTNERSHIP | OWNER | 是 |
| ONEX CAPITAL V INTERNATIONAL GP LP | OWNER | 是 |
| ONEX PARTNERS V GP LIMITED | GENERAL PARTNER | 是 |
| ONEX PARTNERS V GP LIMITED | GENERAL PARTNER | 是 |
| ONEX OP V HOLDINGS SARL | OWNER | 是 |
| ONEX PARTNERS HOLDINGS LLC | OWNER | 是 |
| ONEX AMERICAN HOLDINGS SUBCO LLC | OWNER | 是 |
| ONEX PRIVATE EQUITY HOLDINGS LLC | OWNER | 是 |
| ONEX CORPORATION | OWNER | — |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
