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Las Vegas, NV, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.", "citation": "AdvisorCensus. The Wealth Consulting Group (CRD 173194): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is The Wealth Consulting Group compensated?", "a": "On its Form ADV (Item 5.E, October 2026), The Wealth Consulting Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does The Wealth Consulting Group charge?", "a": "Its Form ADV Part 2A brochure dated April 27, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is The Wealth Consulting Group located?", "a": "The Wealth Consulting Group's principal office is in Las Vegas, NV, according to its Form ADV; the October 2026 filing also lists 20 other offices (Schedule D, Section 1.F)." }, { "q": "Is The Wealth Consulting Group registered with the SEC or a state?", "a": "The Wealth Consulting Group is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173194." }, { "q": "How much does The Wealth Consulting Group manage?", "a": "The Wealth Consulting Group reports $6,276,683,993 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)." }, { "q": "How have The Wealth Consulting Group's assets and staff changed since 2021?", "a": "In the Form ADV data for The Wealth Consulting Group: Regulatory assets under management: $2,153,154,930 in the October 2021 data and $6,276,683,993 in the October 2026 data, up 192%. Total employees: 151 in October 2021 and 131 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does The Wealth Consulting Group serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,432); high net worth individuals (4,214); pension and profit sharing plans (but not the plan participants or government pension plans) (158)." }, { "q": "Which custodians does The Wealth Consulting Group use?", "a": "The Wealth Consulting Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does The Wealth Consulting Group report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173194" }, { "q": "What changed in The Wealth Consulting Group's recent Form ADV filings?", "a": "In the October 2026 filing data: No longer lists the business name Palo Verde Wealth Management, LLC." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2153154930.0, "total_employees": 151, "filing_date": "2021-09-01" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2872169809.0, "total_employees": 120, "filing_date": "2022-08-04" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2795803920.0, "total_employees": 272, "filing_date": "2023-09-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5194180776.0, "total_employees": 264, "filing_date": "2024-09-19" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5446595206.0, "total_employees": 204, "filing_date": "2025-07-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6276683993.0, "total_employees": 131, "filing_date": "2026-09-29" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "No longer lists the business name Palo Verde Wealth Management, LLC." ] }, { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Added the business name Wealthroute LLC.", "Added the business name Jeffrey Gall Wealth Advisors.", "Added the business name Empathic Wealth Partners.", "Added the business name Crow Canyon Investment & Financial Planning.", "Added an office in San Ramon, CA.", "No longer lists an office in Sacramento, CA." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "No longer lists the business name Boyd Wealth.", "No longer lists the business name Kansas City Retirement Planning, LLC.", "Registered or notice-filed in VI, WV." ] }, { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Changed its office addresses in Palm Desert, CA.", "Added an office in Leawood, KS.", "Added an office in Overland Park, KS.", "No longer lists an office in Chico, CA.", "No longer lists an office in Rancho Mirage, CA." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,446,595,206 to $6,276,683,993 (+15%).", "Employees performing advisory functions went from 115 to 131.", "No longer lists the business name Bright Advisors, LLC.", "Added an office in Bellingham, WY.", "No longer lists an office in Sherman Oaks, CA.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "No longer lists the business name Lucas Wealth Strategies.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Added the business name Life Strategy Financial.", "No longer lists the business name Bydand Financial, LLC.", "Added an office in Des Moines, IA.", "Added an office in Topeka, KS.", "No longer lists an office in Overland Park, KS.", "No longer lists an office in San Rafeal, CA.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Added the business name McCormick Advisory + Planning." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Added the business name Boyd Wealth.", "Added an office in Chico, CA.", "No longer lists an office in Leawood, KS." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated April 27, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "2.5% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)" ], "quotes": [ "The advisory fee is a percentage based on the value of all assets in the account, including cash holdings. The maximum advisory fee charged by WCG is 2.5%." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 2.5, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "The advisory fee is a percentage based on the value of all assets in the account, including cash holdings. The maximum advisory fee charged by WCG is 2.5%." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "LPL Financial LLC", "name_as_filed": "LPL FINANCIAL LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/the-wealth-consulting-group-las-vegas-nv-173194.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 8432, "fewer_than_5": false, "raum": 1539213217.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 4214, "fewer_than_5": false, "raum": 4365494123.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 158, "fewer_than_5": false, "raum": 107093966.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 47, "fewer_than_5": false, "raum": 61665257.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 89, "fewer_than_5": false, "raum": 203217430.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173194", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }