Wealth Management Consultants Colorado, LLC

Wealth Management Consultants Colorado, LLC (CRD# 226545) is a financial advisory firm headquartered in The Woodlands, TX. They manage $292,231,387 in 180 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
21 Waterway Avenue, Suite 300, The Woodlands, TX 77380
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $1,623,508
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
  • 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.

CA, CO, MO, TX

Financial Advisors at Wealth Management Consultants Colorado, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Marquez, financial advisor The Woodlands TX
Mark E. Marquez
CRD#: 1577464
21 Waterway Avenue, Suite 300, The Woodlands, TX 77380

Mark Marquez (CRD# 1577464) is an Investment Advisor Representative working at Wealth Management Consultants Colorado, LLC in The Woodlands, TX and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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