Wealth Management Consultants, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283606
- Website
- www.wmcmidwest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.2%
- Individuals5.44%
- Charitable Organizations1.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealth Management Consultants, LLC is a privately owned limited liability company that provides fee-based portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and reports discretionary management of client assets. It does not position itself as a capital allocator and does not identify as an active ESG investor or pension consultant. The firm operates under a single-individual ownership structure and is focused on direct portfolio management rather than multi-state or institutional advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
John Kuddes
President and CEOCRD 1636629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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