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 SEC-registered in 2014. It serves a mixed client base of individuals, families and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection. The firm operates as a capital allocator and identifies itself as an active ESG investor; its fee arrangements include percentage-of-AUM, hourly and fixed-fee options. The firm lists professional affiliations with accounting, law and insurance firms. The firm has received several industry recognitions, including multiple Citywire nods for “50 Growers Across America” (2020, 2021, 2025) and placement on Barron’s Top 100 RIA Firms 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 113
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 399Active vs passive
$3.7B in ETFs
68%
$2.5B
22%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $143M | 5,410,406 | 3.86% |
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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