CONSOLIDATED WEALTH MANAGEMENT

Overview

Consolidated Wealth Management is a small corporate wealth advisory firm that serves individual and family clients, with an ownership structure listed as individual. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. The firm charges fixed fees and is registered as a non-ESG investor; it also functions in a capacity described as "Other Financial Product Salesperson" and maintains an industry affiliation with a broker‑dealer. The firm's operational model appears to be light on institutional offerings or capital‑allocating activity — it is not identified as a capital allocator, pension consultant, or related adviser, and it does not report multi‑state advisory status. The profile suggests a boutique practice focused on fee‑based planning and execution for a compact client roster rather than large-scale discretionary asset management.

Assets & Accounts

Public Holdings

Investments & Alternatives