# 4-C Personal Wealth Management Consultants, LLC

> 4-C Personal Wealth Management Consultants, LLC is a state-registered investment advisory firm in Creve Coeur, MO, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 150201
- Filed as: 4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Creve Coeur, MO
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150201
- AdvisorCensus page: https://advisorcensus.com/firm/4-c-personal-wealth-management-consultants-llc-creve-coeur-mo-150201

## Quick answers

**How is 4-C Personal Wealth Management Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 4-C Personal Wealth Management Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is 4-C Personal Wealth Management Consultants, LLC located?**
4-C Personal Wealth Management Consultants, LLC's principal office is in Creve Coeur, MO, according to its Form ADV.

**Is 4-C Personal Wealth Management Consultants, LLC registered with the SEC or a state?**
4-C Personal Wealth Management Consultants, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150201.

**How much does 4-C Personal Wealth Management Consultants, LLC manage?**
4-C Personal Wealth Management Consultants, LLC reports $109,000,000 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does 4-C Personal Wealth Management Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (18).

**Does 4-C Personal Wealth Management Consultants, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150201

**What changed in 4-C Personal Wealth Management Consultants, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $97,700,000 to $109,000,000 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $109,000,000
- Discretionary: $109,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $13,000,000 |
| High net worth individuals | 35 | $96,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2009 (17 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4-cwealth.com
- LinkedIn @4cwealth

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $97,700,000 to $109,000,000 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 4-C Personal Wealth Management Consultants, LLC (CRD 150201): Form ADV filing data as of October 2026.