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CONSOLIDATED WEALTH MANAGEMENT
ASSET PLANNERS, INC.
CRD 141330
222 NORTH MERAMEC AVENUE, CLAYTON, MO, 63105-3702, United States
Phone
314-727-1177
Fax
314-726-5788
Registration
— (—)
Source
State registered
Total AUM
$77.5M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $75.0M |
Official SEC filing: View on IAPD