WEALTH MANAGEMENT CONSULTANTS, LLC

Overview

Wealth Management Consultants, LLC is an independent RIA organized as a limited liability partnership that serves individual and family clients. The firm operates primarily as an advisory practice while also maintaining broker-dealer registered representative and insurance broker activities, so advisors can offer brokerage and insurance solutions alongside fee-based advice. Advisory services focus on financial planning and portfolio management for individuals, small businesses and institutional clients. Investment practice skews equity-centric: the firm favors exchange-traded equities as the core implementation vehicle and runs client relationships on a largely non-discretionary basis. Fee arrangements include a percentage of assets under management and hourly charges, reflecting a mix of asset-based advisory engagements and project-based planning work. The firm is not an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices