4-C Personal Wealth Management Consultants, LLC

RIAState Registered

Total AUM

$109M

Discretionary

$109M

100% of AUM

Avg account

$299K

Accounts

365

Employees

Advisory reps

Firm details

Headquarters: Creve Coeur, Missouri
CRD number: 150201
Website: 4-cwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.07%
Individuals11.93%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

4-C Personal Wealth Management Consultants, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and bills for advice through a combination of percentage-of-AUM fees and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator; instead it appears to implement model and third-party strategies for client portfolios. It does not identify as an active ESG investor and is not described as a multi-state adviser in the source data.