Wealth Management Consultants, LLC

Overview

Wealth Management Consultants, LLC is a small, client-focused advisory firm that runs discretionary portfolios for individual and family clients and small businesses. The firm charges based on a percentage of assets under management and centers its allocations on publicly traded equities — primarily exchange-traded instruments — rather than private or niche strategies. Advisory activity is concentrated on portfolio management, with the advisor maintaining a single-office setup and custody concentrated at Charles Schwab & Co., Inc. The firm is not an active ESG investor and does not report multi-state adviser status. Investment practice leans toward liquid, listed markets: exchange-traded equities form the bulk of client portfolios, supplemented by mutual funds where appropriate. That bias suggests a preference for transparent, easily tradable exposures and the ability to run separately managed account (SMA) sleeves tailored to individual client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices