8925 West Post Road
2nd Floor
Las Vegas, Nevada 89148
Tel: 702-263-1919
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.
SEC Current Status | Approved |
Firm CRD# | 173194 |
SEC# | 801-80386 |
Assets Managed by Firm | $2,795,803,920 |
No. of Clients | 11436 |
No. of Advisors | 272 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 11436 | $2,795,803,920 |
Individuals (other than high net worth individuals) | 4590 | $683,613,901 |
High net worth individuals | 2580 | $1,849,781,124 |
Pension and profit sharing plans | 164 | $86,056,329 |
Charitable organizations | 28 | $29,917,162 |
Corporations or other businesses | 45 | $146,435,404 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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