4-C Personal Wealth Management Consultants, LLC

RIASEC & State 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
Registered since: October 7, 2026
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, individual-owned RIA organized as an LLC that provides advisory services to individuals and families. The firm is registered with the SEC (registered in 2026) and delivers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing combines a percentage-of-AUM component with fixed fees. The firm does not identify as an ESG-focused investor and is not structured as a capital allocator; instead, it appears to access alternative strategies through third-party managers.