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 as a capital allocator to both individual/family and institutional clients. Registered with the SEC since 2014, the firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection services. Its billing mix includes asset‑based fees as well as hourly and fixed fees. The firm identifies as an active ESG investor. Public recognition includes repeated placement on Citywire’s "50 Growers Across America" list (2020, 2021 and 2025) and a Barron’s Top 100 RIA Firms listing 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 20JULIA MCCORMICK
Managing Partner, Personal CFOCRD 6275884
DAVID VOS
COOCRD 2965294
John Paul Guimaraes
Personal CFOCRD 8086240
Contacts
3 of 109CRAIG MCBARNES
Administrative ManagerCRD 6151320
CALVIN LEE
Wealth AdvisorCRD 2583310
MAXIMILIAN CLIFFORD
Financial StrategistCRD 6172049
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 380Active vs passive
$3.3B in ETFs
68%
$2.2B
21%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $89.1M | 3,400,247 | 2.71% |
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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