The Wealth Consulting Group

RIASEC RegisteredEst. 2014

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$291K

Accounts

21,593

Employees

131

Advisory reps

135

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

FINTRX

Overview

The Wealth Consulting Group is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2014. The firm functions as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports being an active ESG investor and lists professional relationships with accountants, law firms and insurance companies. The firm has received industry recognition, including multiple appearances on Citywire’s "50 Growers Across America" list (2020, 2021, 2025) and placement on Barron’s Top 100 RIA Firms in 2025. Those citations align with a multi-channel advisory model that blends discretionary portfolio management with fee-for-service planning and consultant work.