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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 $5,194,180,776 assets under management, offering retirement planning & investment advisory services to 21408 clients. The firm is staffed with 264 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#173194
SEC#801-80386
Assets Managed by Firm$5,194,180,776
No. of Clients21408
No. of Advisors264

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total21408$5,194,180,776
Individuals (other than high net worth individuals)9384$1,506,121,955
High net worth individuals3801$3,343,666,039
Pension and profit sharing plans159$122,952,637
Charitable organizations49$51,240,259
Corporations or other businesses86$170,199,886

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