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Building 2THE WEALTH CONSULTING GROUP

Map pinLAS VEGAS, NV
Phone702-263-1919
NotebookSEC #801-80386
Total AUM
$6.3B
Employees
131
Clients
12,940

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8925 WEST POST ROAD
2ND FLOOR
LAS VEGAS
NV 89148
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
702-263-1919
Other Offices
50

ReceiptFinancials

Total AUM
$6.3B
Accounts
21,593
Discretionary
$6.3B
Accounts
21,593
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8,432
AUM
$1.5B
HNW Individual Clients
4,214
AUM
$4.4B
Pension/Profit Sharing Plan Clients
158
AUM
$107.1M
Charitable Organization Clients
47
AUM
$61.7M
Corporation or Business Clients
89
AUM
$203.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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