Wealth Management Consultants, LLC
Wealth Management Consultants, LLC (CRD# 121953) is a financial advisory firm headquartered in Mobile, AL. They manage $17,527,856 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$357,711
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
David Braud (CRD# 1534197) is an Investment Advisor Representative working at Wealth Management Consultants, LLC in Daphne, AL and has over 31 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.
Miles Ball (CRD# 1610124) is an Investment Advisor Representative working at Wealth Management Consultants, LLC in Mobile, AL and has over 31 years of experience in the finance industry.