Joseph Samuelson

Financial advisor at Wealth Enhancement Advisory Services, LLC · Tampa, FL

Last updated 2026-10-10

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Joseph Samuelson is a financial advisor at Wealth Enhancement Advisory Services, LLC in Tampa, FL, CRD 7181797. Licenses and exams on the registration: Series 65. IAPD registration began 2019-11-21.

Registration

CRD number
7181797
Registration status
Active
IAPD registration
2019-11-21
Industry Experience
6 years
Work Experience
17 years
States registered
FL

Licenses and exams

  • Series 65

Work history

  • 2009-09 to 2019-08 · Student · Fort Myers, FL
  • 2014-11 to 2022-03 · Spring Run Golf Club · Bonita Springs, FL
  • 2019-09 to 2022-04 · Integra Capital Advisors · Bonita Springs, FL
  • 2022-04 to Present · Wealth Enhancement Group · Tampa, FL
  • 2022-04 to Present · Wealth Enhancement Advisory Services · Tampa, FL

Current employment

SEC IAPD record for Joseph Samuelson

Wealth Enhancement Advisory Services, LLC

Regulatory AUM
$122,186,725,110
Registered advisors
1,026
Offices
409
Clients per advisor
82.8 (Moderate)
Average AUM per client
$1.4M (Low)
High-net-worth client ratio
32.3% (Moderate)

Wealth Enhancement Advisory Services, LLC: advisors, services and reported ETF investments

About

Joseph Samuelson is a financial advisor at Wealth Enhancement Advisory Services, LLC in Tampa, FL. Reported securities licenses include Series 65. The latest record indicates 6 years of industry experience and 17 years of reported work history.

Wealth Enhancement Advisory Services, LLC's firm-level Form ADV reports 1,026 advisors across 409 offices; approximately 82.8 clients per advisor, average assets per client of $1,437,474, and regulatory AUM of $122.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $31.7B across 1,137 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Joseph Samuelson personally.

Reported ETF positions

Wealth Enhancement Advisory reports 1,137 ETF positions worth $31.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Wealth Enhancement Advisory
FundReported value
IVV — iShares Core S&P 500 ETF$3.6B
AGG — iShares Core U.S. Aggregate Bond ETF$1.6B
SMTH — ALPS Smith Core Plus Bond ETF$1.3B
VWO — Vanguard FTSE Emerging Markets ETF$868.1M
FNDF — Schwab Fundamental International Equity ETF$858.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Wealth Enhancement Advisory Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency

Location

Tampa, FL

4 advisors at this office.

Wealth Enhancement Advisory office in Tampa, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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