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The Wealth Consulting Group CRD 173194
$6.28B regulatory AUM 325 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| CA | RA | APPROVED | 2019-05-30 |
Branch Locations
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
2195 Larkspur Ln., Suite 219, Redding, CA 96002 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2012 | 04/2019 |
| Wcg Wealth Advisors, Llc | Redding | CA | 05/2019 | Present |
1) WCG Wealth Advisor, LLC - DBA: The Wealth Consulting Group - Investment Related - Registered Investment Advisor DBA - At registered location - Started 05/30/2019 2) Fixed insurance sales/sale of non-variable insurance - Various Carriers - Started 05/30/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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