Skip to main content Skip to main content
Private-Credit Borrower

Wealth Enhancement Group, LLC

Wealth Enhancement Group is an independent registered investment adviser (RIA) that provides financial planning and investment-management services to individuals and families across the United States. Founded in 1997, it has grown substantially through acquisitions of smaller advisory firms, building a national platform with tens of billions of dollars in client assets under management. Its business is fee-based wealth management rather than a product manufacturer.

Company profile compiled from public sources (company filings, rating-agency reports, and press releases) — distinct from the SEC Schedule-of-Investments pricing data below.

6
BDC Lenders
21
Debt Positions

Lenders

Wealth Enhancement Group, LLC is held by 6 BDC lenders in our parsed SEC filings: ARCC, BKCC, FSK, GBDC, NMFC, TCPC.

Cross-lender loan pricing

Each row is one debt tranche at the BDC’s most recent filing that holds this borrower, widest spread first. Mark is the position’s fair value as a percent of par (100 = par). Spread is shown in basis points over the benchmark in the Rate column, normalized from each filing’s as-reported units — rows quoting different benchmarks are still not directly comparable. Compare like-for-like: a second-lien tranche, a different vintage, or an older filing should price wider even when the credit view is identical — check the Type and Filing columns before reading a gap as disagreement. Source: SEC EDGAR (public). Rows marked stale are from an earlier filing than the lender’s latest — the borrower is absent from its newest filing (exited, repaid, or reported under a different name).

BDCTypeRateSpread (bps)Mark (% of par)Fair ValueMaturityFiling
BKCC1L Sr SecuredSOFR625—-$5K2027-10-042024-03-05
BKCC1L Sr SecuredSOFR57598.5$6M2027-10-042024-03-05
FSK1L Sr SecuredSOFR450100.0$2M2028-102026-05-11
FSK1L Sr SecuredSOFR430100.0$3M2028-102026-05-11
FSK1L Sr SecuredSOFR430100.0$7M2028-102026-05-11
FSK1L Sr SecuredSOFR430100.0$14M2028-102026-05-11
ARCC1L Sr SecuredSOFR425100.0$100K2028-102026-04-28
ARCC1L Sr SecuredSOFR425100.0$900K2028-102026-04-28
ARCC1L Sr SecuredSOFR425100.0$500K2028-102026-04-28
ARCC1L Sr SecuredSOFR42599.1$22M2028-102026-04-28
ARCC1L Sr SecuredSOFR425100.0$2M2028-102026-04-28
GBDC1L Sr SecuredSOFR425100.0$91K2028-102026-05-04
GBDC1L Sr SecuredSOFR42597.6$162K2028-102026-05-04
GBDC1L Sr SecuredSOFR42599.6$3M2028-102026-05-04
GBDC1L Sr SecuredSOFR42599.6$4M2028-102026-05-04
GBDC1L Sr SecuredSOFR42599.5$406K2028-102026-05-04
GBDC1L Sr SecuredSOFR42599.4$6M2028-102026-05-04
GBDC1L Sr Secured——-$3K2028-102026-05-04
GBDC1L Sr Secured——-$4K2028-102026-05-04
NMFC1L Sr Secured———2028-102026-05-04
TCPC1L Sr SecuredSOFR55099.2$8M2027-10-042024-11-06 stale

Marks reflect each BDC’s own fair-value estimates as reported to the SEC, not traded prices. Private-credit loans are predominantly Level 3 under ASC 820 — valued from unobservable inputs and determined in good faith by each BDC’s board, so figures are estimates as of the filing date and are not directly comparable across managers. Informational only; not investment advice or a valuation.

Ownership & deal activity

No acquisition, ownership-change, or refinancing headlines for Wealth Enhancement Group, LLC are in our verified news index yet. Most BDC borrowers are private companies, so ownership events are not always public; absence reflects our indexing coverage, not the borrower’s deal activity.

Headlines mentioning Wealth Enhancement Group, LLC

We haven’t indexed any headlines that name Wealth Enhancement Group, LLC. That reflects our news-indexing coverage — not the borrower’s activity — so the absence is not a signal.

Reading this table

When two business development companies lend to the same borrower, comparing how each marks the loan is a starting question, not a verdict. In plain English: a wider spread (e.g. S+575 vs S+525) or a lower mark (e.g. 96 vs 100 cents on the dollar) can mean that lender is pricing in more risk — but marks can also differ for reasons other than a credit view: a different tranche (second lien should price wider than first lien on the same company), a different vintage or entry point, an older filing date, or each manager’s own fair-value methodology. Compare like-for-like — check the Type and Filing columns before reading a gap as disagreement. Each row is one debt position at one BDC’s most recent filing. Source: SEC EDGAR Schedule of Investments (public).

Want to read these numbers like an analyst? Free Oxford Ledge lessons: reading a BDC’s Schedule of Investments, key credit metrics, and the Five Cs of credit analysis.