WEALTH MANAGEMENT CONSULTANTS L.L.C.

Overview

Wealth Management Consultants L.L.C. is an independent, owner-operated registered investment adviser serving high-net-worth individuals, families and a small number of business clients. The firm’s advisory offering centers on financial planning and discretionary portfolio management, using a fee model that mixes percentage-of-AUM billing with fixed-fee engagements. Investment emphasis is equity-first: public, exchange-traded securities form the backbone of client portfolios while third‑party funds provide access to alternative strategies. The firm is not positioned as an ESG specialist and operates from a single location, supporting a concentrated client base that requires customized, hands‑on management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices