{"schemaVersion":"1.0","recordId":"brand-wealth-enhancement-group","revisionCount":1,"revisions":[{"revisionId":"public-catalog-baseline-r38:brand-wealth-enhancement-group:f987800f41c9a759af9b9d4e","recordId":"brand-wealth-enhancement-group","recordName":"Wealth Enhancement Group","recordedAt":"2026-08-23T17:27:12.505Z","taskId":"public-catalog-baseline-r38","changeKind":"baseline","changedFields":["baseline snapshot"],"beforeSha256":null,"afterSha256":"f987800f41c9a759af9b9d4ee10460cb2470d3c4d540f0d0be2a85296e15059d","before":null,"after":{"id":"brand-wealth-enhancement-group","name":"Wealth Enhancement Group","entityType":"brand","descriptor":"Wealth-management brand · United States","ownershipStatus":"confirmed-current","ownershipType":"Brand within a private-equity-backed company","operatingModel":"National independent wealth-management and financial-planning firm","locationScope":"Brand-level record; a specific franchise or licensed location may have a separate local operator.","lastChecked":"2026-08-19","primaryEvidence":{"label":"Onex current portfolio record for Wealth Enhancement","url":"https://www.onex.com/portfolio/OP-OpCo-WealthEnhancement"},"ownershipChains":[[{"relationshipType":"brand-of","controlLevel":"parent-company","summary":"Wealth Enhancement Group is identified as a brand within Wealth Enhancement.","parentId":"wealth-enhancement-platform","parentName":"Wealth Enhancement","parentType":"platform","evidence":{"label":"Onex current portfolio record for Wealth Enhancement","url":"https://www.onex.com/portfolio/OP-OpCo-WealthEnhancement"},"lastChecked":"2026-08-19"},{"relationshipType":"portfolio-investment","controlLevel":"portfolio-investment","summary":"Onex lists Wealth Enhancement as a current Onex Partners investment from September 2021 to present. The portfolio page does not state Onex's exact ownership percentage.","parentId":"onex","parentName":"Onex","parentType":"private_equity_firm","evidence":{"label":"Onex current portfolio record for Wealth Enhancement","url":"https://www.onex.com/portfolio/OP-OpCo-WealthEnhancement"},"lastChecked":"2026-08-19"}]]}}],"coverageNote":null,"integrity":"beforeSha256 and afterSha256 are SHA-256 hashes of the exact public JSON snapshots returned in each revision.","license":{"name":"Creative Commons Attribution 4.0 International","url":"https://creativecommons.org/licenses/by/4.0/","attribution":"WHO OWNS THIS? (https://whoowns.cashpaymed.org)"}}