Consolidated Wealth Management
Consolidated Wealth Management (CRD# 141330) is a financial advisory firm headquartered in Clayton, MO. They manage $40,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Consolidated Wealth Management
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts55ACCOUNTS
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Average Account Value$727,273
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MO
Financial Advisors at Consolidated Wealth Management
1
Michael Mariani (CRD# 6023675) is an Investment Advisor Representative working at Consolidated Wealth Management in Clayton, MO and has over 12 years of experience in the finance industry.
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