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4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
CRD 150201
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $13.5M |
| High net worth individuals | 33 | $84.2M |
All web addresses on file
Official SEC filing: View on IAPD