Juan Leon Munoz

Employer firm

The Wealth Consulting Group CRD 173194

$6.28B regulatory AUM 325 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 06/2019
  Sagepoint Financial
  Sugar Land, TX
• 04/2014 → 06/2019
  Raymond James Financial Services
  Sugarland, TX
• 04/2014 → 06/2019
  Raymond James Financial Services Advisors Inc.
  Sugar Land, TX
• 04/2014 → 06/2019
  The Noble Group
  Sugar Land, TX
• 06/2019 → 01/2026
  Capital Asset Advisory Service
  Haslett, MI
• 01/2026 → Present
  Wcg Wealth Advisors, Llc
  Cypress, TX

Previous Registrations

• 2019-06-14 → 2026-01-07
  Cg Advisory Services
  Williamston, MI
  Cypress, TX
• 2014-04-29 → 2019-06-17
  Raymond James Financial Services Advisors, Inc
  Sugar Land, TX
• 2013-05-16 → 2014-04-30
  Osaic Services, Inc.
  Sugar Land, TX
• 2010-12-15 → 2011-09-08
  Valic Financial Advisors, Inc.
  Houston, TX

Other Businesses

1. 01/05/2026 - WCG Wealth Advisors, LLC - DBA: Life Strategy Financial- Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/05/2026 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-01/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. 01/05/2026 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/05/2026 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-01/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-10
• S63 Uniform Securities Agent State Law Examination
  2008-09-09

Designations

• Certified Financial Planner

Other Names

• Juan Leon Munoz San Martin