The Wealth Consulting Group
The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $5,194,180,776 in 21,408 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management5,194MILLION
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Gal Sherman (CRD# 3008965) is an Investment Advisor Representative working at The Wealth Consulting Group in Agoura Hills, CA and has over 26 years of experience in the finance industry.
Darlene Shipe (CRD# 2458687) is an Investment Advisor Representative working at The Wealth Consulting Group in Edmond, OK and has over 29 years of experience in the finance industry.
Brianne Soscia (CRD# 5950921) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 12 years of experience in the finance industry.
Christine Soscia (CRD# 2570450) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 26 years of experience in the finance industry.
Mark Starr (CRD# 6125237) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 11 years of experience in the finance industry.
Nila Tatum (CRD# 1206315) is an Investment Advisor Representative working at The Wealth Consulting Group in Palm Desert, CA and has over 29 years of experience in the finance industry.
Alissa Todd (CRD# 6498708) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 7 years of experience in the finance industry.
Darren Todd (CRD# 2433738) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 30 years of experience in the finance industry.
Stephen Todd (CRD# 5782319) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 13 years of experience in the finance industry.
Lan Tran (CRD# 2585249) is an Investment Advisor Representative working at The Wealth Consulting Group in Cupertino, CA and has over 29 years of experience in the finance industry.