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 $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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 173194 |
SEC# | 801-80386 |
Assets Managed by Firm | $5,194,180,776 |
No. of Clients | 21408 |
No. of Advisors | 264 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 21408 | $5,194,180,776 |
Individuals (other than high net worth individuals) | 9384 | $1,506,121,955 |
High net worth individuals | 3801 | $3,343,666,039 |
Pension and profit sharing plans | 159 | $122,952,637 |
Charitable organizations | 49 | $51,240,259 |
Corporations or other businesses | 86 | $170,199,886 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$17,032,495,600 | 83 | 8 | |
$6,645,705,545 | 99569 | 28 | |
$6,522,387,220 | 16327 | 149 | |
$4,662,466,719 | 28 | 45 | |
$4,300,001,521 | 22446 | 215 |
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