The Wealth Consulting Group

The Wealth Consulting Group (CRD# 173194) is a financial advisory firm headquartered in Las Vegas, NV. They manage $5,194,180,776 in 21,408 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,194
    MILLION
  • Total Number of Accounts
    21,408
    ACCOUNTS
  • Average Account Value
    $242,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at The Wealth Consulting Group
Showing 51 - 60 of 118 top financial advisors.
51
John J. Link
CRD#: 2932040
18831 Bardeen Ave #201, Irvine, CA 92612

John Link (CRD# 2932040) is an Investment Advisor Representative working at The Wealth Consulting Group in Irvine, CA and has over 26 years of experience in the finance industry.

52
Adriane V. Lowe
CRD#: 865151
30700 Russell Ranch Rd, Suite 140, Westlake Village, CA 91362

Adriane Lowe (CRD# 865151) is an Investment Advisor Representative working at The Wealth Consulting Group in Westlake Village, CA and has over 37 years of experience in the finance industry.

53
Amir H. Lozani
CRD#: 4496989
7676 Hazard Center Drive, Suite 1050, San Diego, CA 92108

Amir Lozani (CRD# 4496989) is an Investment Advisor Representative working at The Wealth Consulting Group in San Diego, CA and has over 21 years of experience in the finance industry.

54
Patricia L. Lucas
CRD#: 1368765
Manhattan, IL

Patricia Lucas (CRD# 1368765) is an Investment Advisor Representative working at The Wealth Consulting Group in Manhattan, IL and has over 33 years of experience in the finance industry.

55
Jennifer H. Malek
CRD#: 3164482
15233 Ventura Blvd, #220, Sherman Oaks, CA 91403

Jennifer Malek (CRD# 3164482) is an Investment Advisor Representative working at The Wealth Consulting Group in Sherman Oaks, CA and has over 25 years of experience in the finance industry.

56
Darold W. Mark
CRD#: 1323253
1455 Response Rd, Suite 100, Sacramento, CA 95815

Darold Mark (CRD# 1323253) is an Investment Advisor Representative working at The Wealth Consulting Group in Sacramento, CA and has over 31 years of experience in the finance industry.

57
Tye R. Martin
CRD#: 2182202
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Tye Martin (CRD# 2182202) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 32 years of experience in the finance industry.

58
Julia C. McCormick
CRD#: 6275884
3106 Ingersoll Avenue, Des Moines, IA 50312

Julia McCormick (CRD# 6275884) is an Investment Advisor Representative working at The Wealth Consulting Group in Des Moines, IA and has over 10 years of experience in the finance industry.

59
Robert D. Melino
CRD#: 1881506
8925 West Post Road, 2nd Floor, Las Vegas, NV 89148

Robert Melino (CRD# 1881506) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 28 years of experience in the finance industry.

60
Robert B. Menees
CRD#: 2293029
6800 College Blvd. Suite 320, Overland Park, KS 66211

Robert Menees (CRD# 2293029) is an Investment Advisor Representative working at The Wealth Consulting Group in Overland Park, KS and has over 31 years of experience in the finance industry.

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