Mark Patrick Fredenburg
Financial advisor at Wealth Enhancement Advisory Services, LLC · Oakland, CA
Last updated 2026-10-10
Claim your profileMark Patrick Fredenburg is a financial advisor at Wealth Enhancement Advisory Services, LLC in Oakland, CA, CRD 7101192. IAPD registration began 2019-06-19.
Registration
- CRD number
- 7101192
- Registration status
- Active
- IAPD registration
- 2019-06-19
- Industry Experience
- 7 years
- Work Experience
- 20 years
- States registered
- CA, TX
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2006-08 to 2019-04 · Wells Fargo · San Francisco, CA
- 2019-04 to 2022-11 · Btr Capital Management, Inc. · San Francisco, CA
- 2022-11 to Present · Wealth Enhancement Advisory Services · Oakland, CA
- 2022-11 to Present · Wealth Enhancement Group · Oakland, CA
Current employment
- Wealth Enhancement Advisory Services, LLC · Plymouth, MN
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
Mark Patrick Fredenburg is a Chartered Financial Analyst financial advisor at Wealth Enhancement Advisory Services, LLC in Oakland, CA. The latest record indicates 7 years of industry experience and 20 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 Mark Patrick Fredenburg personally.
Reported ETF positions
Wealth Enhancement Advisory reports 1,137 ETF positions worth $31.7B on Form 13F; the largest are listed.
| Fund | Reported 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.
Noteworthy reported investments
Wealth Enhancement Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $68.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $23.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $48.1M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $41.6M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. 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
1999 Harrison St, Oakland, CA 94612
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 763-417-1700
- Website: wealthenhancement.com
Official record
Are you Mark Patrick Fredenburg?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.