WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC
Adviser information for WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 153 | $236.0M |
Non-Discretionary | 27 | $56.2M |
Total | 180 | $292.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 6 | $1.9M |
HNW Individuals | 40 | $290.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 10 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-107347 |
---|---|
SEC ERA File Number | 801-107347 |
SEC CIK Numbers | None |
SEC CRD Numbers | 226545 |
Legal Entity Identifier | None |
Principal Office
21 WATERWAY AVENUESUITE 300
THE WOODLANDS
TX
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 720-938-6436, Fax: None
Chief Compliance Officer
MARK MARQUEZ
MANAGING MEMBER
21 WATERWAY AVENUE
SUITE 300
THE WOODLANDS
TX
United States
Tel:
720-938-6436
M*******@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARQUEZ, MARK, EMERSON | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 04/2015 | > 75% |