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THE WEALTH CONSULTING GROUP
WCG WEALTH ADVISORS, LLC
CRD 173194 · SEC 801-80386
8925 WEST POST ROAD, 2ND FLOOR, LAS VEGAS, NV, 89148, United States
Phone
702-263-1919
Fax
702-263-7273
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.28B
Discretionary AUM
$6.28B
Team
131 total employees; 131 advisory reps; 325 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8432 | $1.54B |
| High net worth individuals | 4214 | $4.37B |
| Pension/profit sharing plans | 158 | $107.1M |
| Charitable organizations | 47 | $61.7M |
| Corporations/business entities | 89 | $203.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://x.com/Briannecpa
- https://www.facebook.com/jhmwealthmanagement
- https://www.instagram.com/financialyogi/?hl=en
- https://twitter.com/alissatodd_
- https://www.linkedin.com/in/duncankraft/
- https://www.linkedin.com/in/joel-drake-438220272/
- https://www.linkedin.com/in/austincfp/
- https://www.linkedin.com/in/johnjespersen
- https://www.linkedin.com/in/diane-reed-a0700135/
- https://www.linkedin.com/in/matthewaroberts/
- Https://www.balzerinvestment.com
- https://jeffdweber.com
- https://www.linkedin.com/in/jade-lee-55a458175/
- https://www.linkedin.com/in/michele-pemberton-88a3b4b
- https://www.linkedin.com/in/tony-l-brewer-cfp%C2%AE-86a73912/
- https://www.linkedin.com/in/alex-friday-9b34112a4/
- https://www.linkedin.com/in/deanna-parra-b0a83a175/
- https://www.linkedin.com/in/mark-reinert-9b02a013/
- https://www.facebook.com/NaviguideWealth/
- https://www.linkedin.com/in/meredithrinkerfinancialadvisor/
- https://www.linkedin.com/in/timcarlin1/
- https://www.linkedin.com/in/joshua-medeiros42/
- https://www.linkedin.com/in/sheri-gordon-9bab86196/
- https://www.linkedin.com/in/jason-ehrlich-3b31a12b/
- https://www.linkedin.com/in/julia-mccormick-ricp%C2%AE-cfp%C2%AE-cdfa%C2%AE-77773742/
- HTTP://JHMWEALTHMANAGEMENT.COM
- https://www.facebook.com/julia.c.immel
- https://www.linkedin.com/in/molly-bertram-5b2569157/
- https://www.linkedin.com/in/christine-soscia-1670132
- https://www.linkedin.com/in/parker-olmsted-002967175/
- https://www.facebook.com/SBGInvestments
- https://www.linkedin.com/in/bairfinancialplanning
- https://www.linkedin.com/in/darleneshipe/
- https://www.linkedin.com/in/brian-foley-cfp®-a56629120
- https://www.linkedin.com/in/carol-ann-donahue-chfc®-aif®-087477169
- https://www.linkedin.com/in/jeb-graham-cfp%C2%AE-5253896/
- HTTPS://WWW.WEALTHCG.COM
- https://www.linkedin.com/in/solutionsbasedadvice
- https://www.linkedin.com/in/ryandavisadvisor
- https://www.linkedin.com/in/clintonakerberg
- https://mtxecapital.com/
- https://www.linkedin.com/in/eric-altenburg-aams-aif-chfc-clu-b2b62022/
- https://www.linkedin.com/in/taylor-mark-142719a0/
- https://www.linkedin.com/in/jeremy-anderson-5358a7230/
- https://www.linkedin.com/in/rommelpalomera/
- http://www.linkedin.com/in/jimwordencfa/
- https://www.linkedin.com/in/lisa-mitrovich-95166b199/
- https://www.linkedin.com/in/darrin-conrad/
- https://www.linkedin.com/in/ana-pasion-aams-awma-2285a614/
- https://www.linkedin.com/in/david-brozenic-31173380
- https://www.linkedin.com/in/wcgaustin/
- https://twitter.com/finadvisorKCMO
- https://www.linkedin.com/in/janaham/
- https://www.linkedin.com/in/ajdaddio/
- https://www.facebook.com/LifeStrategyFin
- https://www.linkedin.com/in/ryan-mueller/
- https://www.linkedin.com/in/erika-ferris-cfp%C2%AE-83a075207/
- https://www.facebook.com/AlissaToddWCG
- https://www.linkedin.com/company/metcalf-partners-wealth-management
- https://www.facebook.com/FranzTatumWealthManagement
- HTTPS://www.impactwealthplanners.com
- https://www.linkedin.com/in/ethan-hutcheson-aams-b3540138/
- https://www.linkedin.com/in/hornsbycourtney/
- https://www.sundanceinvest.com/
- https://www.facebook.com/MarkStarr.AAMS
- https://www.trulyalignedinc.com/
- https://www.facebook.com/vwealthkansas
- https://www.linkedin.com/in/aaronherwig/
- HTTPS://EMBRACEWEALTHMGMT.COM/
- HTTPS://FIDESWEALTH.COM
- https://www.linkedin.com/company/reinert-wealth-management/about/
- https://www.anchor-wealth.com/
- https://www.linkedin.com/in/dancherra
- https://www.linkedin.com/in/aggieadvisor/
- https://www.sbg-investments.com/
- https://www.linkedin.com/in/andrewdaddio/
- https://www.linkedin.com/in/michaelwoitkoski/
- https://www.linkedin.com/in/juanmunozsm/
- https://www.linkedin.com/in/sarah-worden/
- https://www.facebook.com/TheFinancialYogi
- https://twitter.com/MarciBair
- https://www.edmondwealthmanagement.com/
- HTTP://WWW.DAROLDMARK.COM
- https://www.linkedin.com/in/tylerjameshollis/
- Https://www.reinertwealthmanagement.com
- https://twitter.com/naviguide
- https://financial-yogi.com/
- https://www.linkedin.com/in/steve-odendahl-8bb244100/
- http://twitter.com/WCGDesMoines
- https://twitter.com/BairFinancial
- https://www.linkedin.com/in/jemalek/
- https://www.facebook.com/EmbraceWealthMgmt
- https://www.linkedin.com/in/maxclifford/
- https://www.vwealth.com
- https://www.linkedin.com/in/william-tangog-0a917b2a/
- HTTPS://TWITTER.COM/WEALTHCG
- https://www.linkedin.com/in/gloriafranz/
- https://www.naviguidewealth.com/
- HTTPS://FACEBOOK.COM/WEALTHCGLV
- https://www.linkedin.com/in/barrett-banister-65307b1b8/recent-activity/all/
- https://www.linkedin.com/in/christopher-rand-cfp
- https://www.facebook.com/BrianneSmithPFS/
- https://www.constantinocallender.com/
- https://www.linkedin.com/in/jason-l-45554676/
- https://www.lifestrategyfin.com/
- https://www.linkedin.com/in/andrewzittell
- https://www.linkedin.com/in/lindsayschellpeper/
- https://twitter.com/ThePersonal_CFO
- https://www.metcalfpartners.com
- https://www.facebook.com/MichaelWoitkoskiWCG
- https://twitter.com/investmentgurus
- https://www.linkedin.com/in/briannecpa/
- https://www.facebook.com/constantinocallender
- https://www.linkedin.com/in/lynn-marie-henderson-8ba927245/
- https://x.com/lifestrategyfin
- https://www.linkedin.com/in/kimberly-safoyan-2aba5787/
- https://www.linkedin.com/in/jimhawryluk/
- https://www.linkedin.com/in/roymoon
- https://www.instagram.com/alissatodd_/?hl=en
- https://www.linkedin.com/in/chris-korinek/
- https://twitter.com/SundanceInvest
- https://www.facebook.com/wealthdsm
- https://www.instrumentaladvisors.com/
- https://www.linkedin.com/in/eric-wymore-aif%C2%AE-2a50205a
- https://www.linkedin.com/in/rosemaryrichard/
- https://www.facebook.com/profile.php?id=100025026296304
- https://www.linkedin.com/in/thekimberlycorp/
- https://www.linkedin.com/in/jeff-wilkinson/
- https://www.linkedin.com/in/galishermancfp/
- https://www.facebook.com/AltenburgAssetAdvisors
- https://www.linkedin.com/in/jimwordencfa/
- https://www.linkedin.com/in/emattgilliam/
- https://www.linkedin.com/in/thomas-blumer-19834b185/
- HTTP://HASKELLWM.COM
- https://www.linkedin.com/in/nic-tabellion-0b17919a/
- https://www.linkedin.com/in/eddie-khachikian/
- https://www.wealthdsm.com/
- https://twitter.com/jleewcg
- https://www.facebook.com/MetcalfPartners/
- https://www.linkedin.com/in/kimberly-meade-cfp%C2%AE-201536160/
- https://www.linkedin.com/in/mark-ishibashi-332842183/
- https://www.linkedin.com/in/barclay-callender-cpwa®-cpfa-6b92a5133
- https://www.linkedin.com/in/erinecary/
- https://www.linkedin.com/in/financial-yogi
- HTTPS://BAIRFINANCIALPLANNING.COM
- https://www.linkedin.com/company/vwealthkansas
- https://www.facebook.com/FidesWealth
- https://www.linkedin.com/in/dudley-d-j-balzer-0a84a126
- https://www.linkedin.com/in/jessica-davis-485930362/
- https://www.facebook.com/MaxCliffordNorthStarAdvisor/
- https://www.linkedin.com/in/talley-leger/
- https://www.linkedin.com/in/michelle-cooley-987184299/
- https://www.linkedin.com/in/brandon-danziger-mba-452077180/
- https://twitter.com/V_I_C_T_O_R___
- HTTP://REDWITZWEALTH.COM
- https://www.facebook.com/impactwealthplanners
- https://www.linkedin.com/in/caitlindallard/
- https://www.linkedin.com/company/the-wealth-consulting-group/mycompany/
- https://www.linkedin.com/in/anthonyturcottejr
- https://www.facebook.com/SundanceInvestmentsLLC
- https://www.facebook.com/WCGDesMoines
- https://www.linkedin.com/in/adriane-lowe
- https://www.linkedin.com/in/laura-rehberger/
- HTTPS://WWW.YBFP.COM/
- https://www.facebook.com/bairfinancialplanning
- https://www.linkedin.com/in/richardmeyer/
Official SEC filing: View on IAPD