THE WEALTH CONSULTING GROUP
WCG WEALTH ADVISORS, LLC Legal Name
Adviser information for THE WEALTH CONSULTING GROUP last updated from Form ADV on March 28th, 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 | Nevada, United States |
Employees
| Total Number of Employees | 264 |
|---|---|
| Investment Advisory/Research | 160 |
| Registered Broker-Dealer Representatives | 107 |
| Registered State Investment Advisers | 153 |
| Licensed Agents of an Insurance Company | 134 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 21,407 | $5.2B |
| Non-Discretionary | 1 | $762,273 |
| Total | 21,408 | $5.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 9,384 | $1.5B |
| HNW Individuals | 3,801 | $3.3B |
| 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 | 159 | $123.0M |
| Charitable organizations | 49 | $51.2M |
| 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 | 86 | $170.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 742 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 3.8B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WCG ISC PORTFOLIOS | THE WEALTH CONSULTING GROUP |
| STRATEGIC WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP |
| FIDELITY WRAP PROGRAM | THE WEALTH CONSULTING GROUP |
| SCHWAB WRAP PROGRAM | THE WEALTH CONSULTING GROUP |
Identifiers
| SEC RIA File Number | 801-80386 |
|---|---|
| SEC ERA File Number | 801-80386 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173194 |
| Legal Entity Identifier | None |
Principal Office
8925 WEST POST ROAD2ND FLOOR
LAS VEGAS
NV
United States
Monday - Friday, 8 AM - 5 PM
Tel: 702-263-1919, Fax: 702-263-7273
Websites
fideswealth.com
www.wealthcg.com
bairfinancialplanning.com
facebook.com/wealthcglv
twitter.com/wealthcg
www.daroldmark.com
www.anchor-wealth.com/
www.constantinocallender.com/
twitter.com/investmentgurus
twitter.com/finadvisorkcmo
www.linkedin.com/company/metcalf-partners-wealth-management
www.linkedin.com/company/reinert-wealth-management/about/
www.linkedin.com/company/vwealthkansas
www.linkedin.com/in/rey-m-julian-4762b976
www.linkedin.com/in/ryan-mueller/
www.linkedin.com/in/ryandavisadvisor
www.lucaswealthstrategies.com
mtxecapital.com/
www.linkedin.com/in/nathan-m-newman
www.linkedin.com/in/solutionsbasedadvice
www.instagram.com/financialyogi/?hl=en
www.socalcwm.com/
www.linkedin.com/in/michele-pemberton-88a3b4b
www.facebook.com/maxcliffordnorthstaradvisor/
www.financialfreedomsp.com
www.retirementplannerkansascity.com
www.metcalfpartners.com
www.instrumentalpartners.com
www.vwealth.com
www.financialfreedomsp.com
www.balzerinvestment.com
www.impactwealthplanners.com
jhmwealthmanagement.com
twitter.com/naviguide
twitter.com/sundanceinvest
www.linkedin.com/company/the-wealth-consulting-group/mycompany/
www.linkedin.com/in/carol-ann-donahue-chfc®-aif®-087477169
www.facebook.com/treloarheisel
www.linkedin.com/in/charles-simms-iv-862153134
www.edmondwealthmanagement.com/
www.trulyalignedinc.com/
www.treloaronline.com
www.linkedin.com/in/amy-carbone-7350abba
www.linkedin.com/in/aconcep
www.linkedin.com/in/amber-kodad-mba-cfp-25998125
utorwealth.com/
www.linkedin.com/in/erinecary/
embracewealthmgmt.com/
www.linkedin.com/in/maxclifford/
financial-yogi.com/
www.sundanceinvest.com/
jeffdweber.com
www.ybfp.com/
www.linkedin.com/in/galishermancfp/
www.linkedin.com/in/cheryl-constantino-mba-cfp®-b7a43028
redwitzwealth.com
haskellwm.com
www.gamettandking.com
www.familywmg.com
www.facebook.com/naviguidewealth/
www.linkedin.com/in/parker-olmsted-002967175/
www.linkedin.com/in/timcarlin1/
www.reinertwealthmanagement.com
www.linkedin.com/in/thomas-blumer-19834b185/
www.linkedin.com/in/jeff-wilkinson/
www.linkedin.com/in/johnjespersen
www.linkedin.com/in/eric-wymore-aif%c2%ae-2a50205a
www.linkedin.com/in/william-lafleur-571a999
www.facebook.com/wcgdesmoines
www.facebook.com/michaelwoitkoskiwcg
www.facebook.com/markstarr.aams
www.facebook.com/profile.php?id=100025026296304
www.facebook.com/fideswealth
www.facebook.com/thefinancialyogi
www.linkedin.com/in/brian-foley-cfp®-a56629120
www.paloverdewealthmanagement.com
www.linkedin.com/in/financial-yogi
twitter.com/bairfinancial
www.linkedin.com/in/tony-l-brewer-cfp%c2%ae-86a73912/
twitter.com/thepersonal_cfo
www.instagram.com/alissatodd_/?hl=en
www.strong-haven.com
www.instagram.com/jensapel24/
www.linkedin.com/in/shawnjohnson4
www.linkedin.com/in/scott-fehrs-4881a965
twitter.com/v_i_c_t_o_r___
www.linkedin.com/in/william-o-connell-cfp®-94189b30
www.linkedin.com/in/clintonakerberg
twitter.com/wcgdesmoines
www.facebook.com/sundanceinvestmentsllc
www.facebook.com/franztatumwealthmanagement
www.linkedin.com/in/andrewzittell
www.linkedin.com/in/christine-soscia-1670132
www.facebook.com/vwealthkansas
www.facebook.com/instrumentaladvisors
www.facebook.com/tscarlin
www.facebook.com/jhmwealthmanagement
www.linkedin.com/in/anthonyturcottejr
www.facebook.com/embracewealthmgmt
www.facebook.com/herwigteam
www.facebook.com/alissatoddwcg
twitter.com/alissatodd_
www.linkedin.com/in/ryan-reynolds-23603155/
www.facebook.com/impactwealthplanners
www.facebook.com/metcalfpartners/
www.linkedin.com/in/richardmeyer/
www.facebook.com/julia.c.immel
www.linkedin.com/in/julia-mccormick-ricp%c2%ae-cfp%c2%ae-cdfa%c2%ae-77773742/
www.linkedin.com/in/brianpadrick/
www.facebook.com/socalcwm
twitter.com/hazelcreekw
twitter.com/marcibair
www.linkedin.com/in/tomibsen
www.linkedin.com/in/roymoon
www.facebook.com/bairfinancialplanning
www.linkedin.com/in/aaronherwig/
www.linkedin.com/in/dancherra
www.linkedin.com/in/david-brozenic-31173380
www.linkedin.com/in/dudley-d-j-balzer-0a84a126
www.linkedin.com/in/jeb-graham-cfp%c2%ae-5253896/
www.linkedin.com/in/ethan-hutcheson-aams-b3540138/
www.linkedin.com/in/mark-reinert-9b02a013/
www.linkedin.com/in/jessica-anseth-74a626183/
www.linkedin.com/in/bairfinancialplanning
www.linkedin.com/in/christopher-rand-cfp
twitter.com/jleewcg
www.linkedin.com/in/sally-ng-9a711127
www.linkedin.com/in/barclay-callender-cpwa®-cpfa-6b92a5133
www.facebook.com/constantinocallender
www.linkedin.com/in/barrett-banister-65307b1b8/recent-activity/all/
www.linkedin.com/in/adriane-lowe
www.linkedin.com/in/diane-reed-a0700135/
www.linkedin.com/in/janaham/
www.linkedin.com/in/jemalek/
www.linkedin.com/in/bmbderveloy/
www.linkedin.com/in/kimberly-safoyan-2aba5787/
www.linkedin.com/in/gloriafranz/
www.linkedin.com/in/darleneshipe/
www.linkedin.com/in/joel-drake-438220272/
www.linkedin.com/in/lindsayschellpeper/
www.linkedin.com/in/thekimberlycorp/
www.linkedin.com/in/jeremy-anderson-5358a7230/
www.linkedin.com/in/matthewaroberts/
www.linkedin.com/in/ianjonesaif/
www.linkedin.com/in/michaelwoitkoski/
www.linkedin.com/in/jimwordencfa/
www.linkedin.com/in/andrew-odaniell-82881b120
Chief Compliance Officer
ROSEMARY RICHARD
8925 WEST POST ROAD
2ND FLOOR
LAS VEGAS
NV
United States
Tel:
702-263-1919
Fax:
702-263-7273
R*******@***********M
(Full email address available in API data)
Regulatory Contact
JIMMY LEE
CEO
8925 WEST POST ROAD
2ND FLOOR
LAS VEGAS
NV
United States
Tel:
702-263-1919
Fax:
702-263-7273
J****@***********M
(Full email address available in API data)
Industry Affiliates
| CENTENNIAL STATE INSURANCE GROUP | Insurance company or agency |
| CLICK2BINDINSURANCEAGENCY | Insurance company or agency |
| GAMETT & KING | Accountant or accounting firm |
| H2 TAX SERVICES | Accountant or accounting firm |
| KINER CONSULTING GROUP | Accountant or accounting firm |
| LYNN BILODEAUX, PLLC | Lawyer or law firm |
| MTXE CAPITAL | Insurance company or agency |
| P.L. LUCAS & ASSOCIATES, INC | Accountant or accounting firm |
| RAHA MANAGEMENT, LLC | Insurance company or agency |
| RDM ASSOCIATES | Accountant or accounting firm |
| REDWITZ, INC | Accountant or accounting firm |
| STEWART FINANCIAL | Insurance company or agency |
| STRONGHAVEN INSURANCE BROKERAGE | Insurance company or agency |
| TERRY M GARRETT CPA | Accountant or accounting firm |
| V WEALTH INSURANCE | Insurance company or agency |
| WCG INSURANCE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEE, JIMMY | Individual | – | CEO | 10/2014 | < 5% |
| LEE, JIMMY | Individual | THE 1970 LEE TRUST | TRUSTEE | 10/2014 | > 75% |
| THE 1970 LEE TRUST | Domestic Entity | – | OWNER | 10/2014 | > 75% |
| WORDEN, JAMES, ARTHUR | Individual | – | CHIEF INVESTMENT OFFICER | 06/2021 | < 5% |
| RICHARD, ROSEMARY, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2023 | < 5% |
| ODENDAHL, STEVEN, PHILIP | Individual | – | CHIEF OPERATING OFFICER | 04/2023 | < 5% |