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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
5016 Chesebro Rd., Suite 200, Agoura Hills, CA 91301 • United States
8925 West Post Road 2Nd Floor, Las Vegas, NV 89148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Consulting Group | Agoura Hills | CA | 07/2026 | Present |
| Gal Sherman | Agoura Hills | CA | 03/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Van Nuys | CA | 11/2025 | 03/2026 |
| Unemployed | Van Nuys | CA | 06/2025 | 10/2025 |
| Pepperdine Graziadio Business School | Malibu | CA | 09/2024 | 05/2025 |
| Pepperdine Graziadio Business School | Malibu | CA | 08/2023 | 04/2025 |
| The Appointment Group (Tag) | Los Angeles | CA | 03/2023 | 01/2024 |
| Unemployed | Van Nuys | CA | 11/2022 | 02/2023 |
| Mfc Group, Inc. | Glendale | CA | 07/2021 | 10/2022 |
| University Of Iowa: Tippie College Of Business | Iowa City | IA | 01/2019 | 05/2021 |
| University Of Iowa: Student Disability Center | Iowa City | IA | 04/2019 | 12/2020 |
| Alpha Sigma Phi | Iowa City | IA | 10/2019 | 02/2020 |
| College Of The Canyons | Santa Clarita | CA | 08/2017 | 12/2018 |
| Unemployed | Van Nuys | CA | 06/2021 | 06/2021 |
| Notre Dame High School | Sherman Oaks | CA | 08/2013 | 05/2017 |
| Unemployed | Van Nuys | CA | 06/2017 | 07/2017 |
| Lyft | Van Nuys | CA | 09/2021 | 10/2021 |
1. 07/16/2026 - WCG Wealth Advisors, LLC - DBA: NaviGuide Wealth Partners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/16/2026 - 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-07/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
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