Falists
← Back to search

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

CRD 150201

Visit website

677 CRAIG ROAD, SUITE 211, CREVE COEUR, MO, 63141, United States

Phone

(314) 626-0677

Fax

(314) 390-5677

Registration

— (—)

Source

State registered

Total AUM

$97.7M

Discretionary AUM

$97.7M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals26$13.5M
High net worth individuals33$84.2M

All web addresses on file

Official SEC filing: View on IAPD