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THE WEALTH CONSULTING GROUP

8925 West Post Road
2nd Floor
Las Vegas, Nevada 89148
Tel: 702-263-1919

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About THE WEALTH CONSULTING GROUP

THE WEALTH CONSULTING GROUP, formally registered with the SEC as THE WEALTH CONSULTING GROUP. The firm was established in 10/01/2014. They have over 35 offices throughout the country.

THE WEALTH CONSULTING GROUP is a Las Vegas, Nevada based Financial Planning firm with nearly $2,795,803,920 assets under management, offering retirement planning & investment advisory services to 11436 clients. The firm is staffed with 272 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173194
SEC# 801-80386
Assets Managed by Firm $2,795,803,920
No. of Clients 11436
No. of Advisors 272

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total11436$2,795,803,920
Individuals (other than high net worth individuals)4590$683,613,901
High net worth individuals2580$1,849,781,124
Pension and profit sharing plans164$86,056,329
Charitable organizations28$29,917,162
Corporations or other businesses45$146,435,404
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