The Wealth Consulting Group
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 173194
- Registered since
- October 1, 2014
- Website
- www.wealthcg.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.55%
- Individuals24.52%
- Corporations / Businesses3.24%
- Pension & Profit Sharing Plans1.71%
- Charitable Organizations0.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
The Wealth Consulting Group is an independent registered investment adviser organized as an LLC and operating since 2014. It serves a mix of individual, family and institutional clients and positions itself as a capital allocator that also selects outside managers. The firm provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection. Its fee model is a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm reports active ESG investing practices and maintains industry relationships with accountants, law firms and insurance companies. The Wealth Consulting Group has been recognized in the trade press, appearing on Citywire’s 50 Growers Across America lists (2020, 2021, 2025) and on Barron’s Top 100 RIA Firms list in 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities25%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 20
Roy Moon
Personal CFOCRD 5866123
Aaron Herwig
CEO & Wealth AdvisorCRD 4239338
Julia Mccormick
Managing Partner, Personal CFOCRD 6275884
Contacts
3 of 114
Johnathan Hines
Investment Advisor RepresentativeCRD 5721872
Stephen Todd
Investment Advisor RepresentativeCRD 5782319
Dane Brockman
Director of Financial ServicesCRD 5829993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 757Active vs passive
$7.1B in ETFs
69%
$4.9B
21%
$2.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $143M | 5,410,406 | 2.02% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 8925 W Post Rd
- Time zone
- PT (UTC-8)
- Office locations
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