Paul Holman
Financial advisor at Wealth Enhancement Advisory Services, LLC · Basking Ridge, NJ
Last updated 2026-10-10
Claim your profilePaul Holman is a financial advisor at Wealth Enhancement Advisory Services, LLC in Basking Ridge, NJ, CRD 2930741. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-03-20.
Registration
- CRD number
- 2930741
- Registration status
- Active
- IAPD registration
- 2023-03-20
- Industry Experience
- 3 years
- Work Experience
- 19 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 66
Work history
- 2007-07 to 2023-03 · First Republic Investment Management, Inc. · New York, NY
- 2022-12 to 2023-03 · First Republic Securities Company, LLC · New York, NY
- 2023-03 to 2025-06 · Lpl Financial LLC · Basking Ridge, NJ
- 2023-03 to Present · Wealth Enhancement Group · Basking Ridge, NJ
- 2023-03 to Present · Wealth Enhancement Brokerage Services · Basking Ridge, NJ
- 2023-03 to Present · Wealth Enhancement Advisory Services · Basking Ridge, NJ
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
Paul Holman is a financial advisor at Wealth Enhancement Advisory Services, LLC in Basking Ridge, NJ. Reported securities licenses include Series 63 and Series 66. The latest record indicates 3 years of industry experience and 19 years of reported work history. Reported roles include Wealth Enhancement Group, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Lpl Financial LLC, among others.
SEC disclosures list additional business and community activities: 08/22/2023 - Wealth Enhancement Advisory Services Llc - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 3/27/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I Provide Investment Advisory Services Through Wealth Enhancement Advisory Services An Independent Investment Advisor Firm: I started this business activity in 8/2023; I expect to spend approximately 160 hours per month on this activity.
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, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, 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 Paul Holman 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
Basking Ridge, NJ
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 763-417-1700
- Website: wealthenhancement.com
Official record
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