Wealth Management Consultants Inc.

Wealth Management Consultants Inc. (CRD# 107199) is a financial advisory firm headquartered in Denver, CO. They manage $65,655,804 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $831,086
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Wealth Management Consultants Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Susan M. Cornick
CRD#: 1571345
1600 Broadway, Suite 1460, Denver, CO 80202
93
Wealthminder
score

Susan Cornick (CRD# 1571345) is an Investment Advisor Representative working at Wealth Management Consultants Inc. in Denver, CO and has over 31 years of experience in the finance industry.

2
Stephen D. Parsons
CRD#: 1602031
1600 Broadway, Suite 1460, Denver, CO 80202
93
Wealthminder
score

Stephen Parsons (CRD# 1602031) is an Investment Advisor Representative working at Wealth Management Consultants Inc. in Denver, CO and has over 25 years of experience in the finance industry.

3
Thomas E. Zanecchia
CRD#: 2278977
1600 Broadway, Suite 1460, Denver, CO 80202
93
Wealthminder
score

Thomas Zanecchia (CRD# 2278977) is an Investment Advisor Representative working at Wealth Management Consultants Inc. in Denver, CO and has over 25 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.