Wealth Management Consultants, LLC

Wealth Management Consultants, LLC (CRD# 121953) is a financial advisory firm headquartered in Mobile, AL. They manage $17,395,367 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $241,602
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL

Financial Advisors at Wealth Management Consultants, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David L. Braud
CRD#: 1534197
2210-a Main St., Daphne, AL 36526
96
Wealthminder
score

David Braud (CRD# 1534197) is an Investment Advisor Representative working at Wealth Management Consultants, LLC in Daphne, AL and has over 30 years of experience in the finance industry. David Braud has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Miles L. Ball
CRD#: 1610124
851 East I-65 Service Rd. S., Suite #402, Mobile, AL 36606
73
Wealthminder
score

Miles Ball (CRD# 1610124) is an Investment Advisor Representative working at Wealth Management Consultants, LLC in Mobile, AL and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.