THE WEALTH CONSULTING GROUP
Total AUM
$6.3B
Employees
131Clients
12,940Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8925 WEST POST ROAD
2ND FLOOR
LAS VEGAS
NV 89148
United States
2ND FLOOR
LAS VEGAS
NV 89148
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
702-263-1919
Other Offices
50
Financials
Total AUM
$6.3B
Accounts
21,593Discretionary
$6.3B
Accounts
21,593Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8,432AUM
$1.5B
HNW Individual Clients
4,214AUM
$4.4B
Pension/Profit Sharing Plan Clients
158AUM
$107.1M
Charitable Organization Clients
47AUM
$61.7M
Corporation or Business Clients
89AUM
$203.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.