firm profile
The Wealth Consulting Group
Overview
The Wealth Consulting Group is an SEC registered investment adviser based in Las Vegas, NV, registered since 2014. It reports $6.3B in assets under management across 21,593 accounts, with 131 employees. It has 125 investment adviser representatives.
- Reported AUM
- $6.3B
- Discretionary
- 100%
- Accounts
- 21,593
- Average account
- $291K
- Employees
- 131
- Advisory reps
- 125
- Registered since
- 2014
- Jurisdictions
- 51
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 4
- Jimmy Lee Chief Executive Officer CRD 2588186
- Jason A Ehrlich Chief Financial Officer CRD 5007752
- Rosemary Anne Richard Chief Compliance Officer CRD 1460975
1 more executive officer, with direct contact details
Advisory reps 3 of 125
- Clinton E Akerberg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4762459
- Caitlin Allard Investment Adviser Rep CRD 6973485
- Eric Michael Altenburg Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2411862
122 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 8925 W Post Rd Fl 2
Las Vegas, NV 89148 - County
- Clark
- Metro area
- Las Vegas-Henderson-Paradise, NV
- Region
- West
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: jeffdweber.com
Every state, with registration dates
Similar firms near Las Vegas
- Keystate Advisory, LLCLas Vegas, NV$16.6B AUM
- Simplify Asset Management Inc.Las Vegas, NV$14.1B AUM
- The Ameriflex GroupLas Vegas, NV$9.7B AUM
- The Investment Counsel CompanyLas Vegas, NV$2.2B AUM
- Arista Wealth Management, LLCLas Vegas, NV$1.2B AUM
request a demo
See what we have on The Wealth Consulting Group
We'll walk you through the full profile and how to find more firms like this one.