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THE WEALTH CONSULTING GROUP

LAS VEGAS, NV · CRD 173194 · IAPD ↗ · 702-263-1919

$6.28BRegulatory AUM
131Advisory reps
131Employees
325Clients
101-250Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
July 2026 — THE WEALTH CONSULTING GROUP notice-filed in VI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — THE WEALTH CONSULTING GROUP grew from 115 to 131 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — THE WEALTH CONSULTING GROUP shrank from 160 to 115 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — THE WEALTH CONSULTING GROUP added office(s): 34 -> 50 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — THE WEALTH CONSULTING GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — THE WEALTH CONSULTING GROUP reported RAUM up 86% ($2.80B -> $5.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
81
April 2024 — THE WEALTH CONSULTING GROUP grew from 149 to 160 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
March 2024 — THE WEALTH CONSULTING GROUP notice-filed in MS, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.