The Wealth Consulting Group

RIASEC RegisteredEst. 2014

Total AUM

$6.3B

Discretionary

$6.3B

100% of AUM

Avg account

$291K

Accounts

21,593

Employees

131

Advisory reps

129

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 173194
Registered since: October 1, 2014
Website: www.wealthcg.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.55%
Individuals24.52%
Corporations / Businesses3.24%
Pension & Profit Sharing Plans1.71%
Charitable Organizations0.98%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Wealth Consulting Group is an independent, SEC-registered Registered Investment Adviser formed in 2014 and organized as an LLC. It serves both individual and family clients as well as institutional investors and operates as a capital allocator, selecting external managers in addition to managing client portfolios directly. The firm charges a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — and provides a suite of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm also identifies as an active ESG investor and reports relationships with professional providers such as accountants, law firms, and insurance companies. The firm has been recognized in industry lists: it appeared in Citywire’s "50 Growers Across America" in 2020, 2021 and 2025, and was named to Barron’s Top 100 RIA Firms in 2025.