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A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com.

View Top Employees from The Wealth Consulting Group
Website http://www.wealthcg.com
Revenue $24 million
Funding $150000
Employees 74 (63 on RocketReach)
Founded 1995
Address 8925 W. Post Road 2nd Floor, Las Vegas, Nevada 89148, US
Phone (702) 263-1919
Fax (702) 263-7273
Technologies
Industry Financial Services, Finance General, Wealth Planning, Finance, Investment Advisory, Insurance Brokerage, Retirement Planning
Competitors Cassaday & Company, Inc., Lido Advisors, LLC, REYL Group, Summit Financial, Wealth Management, Inc.
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies

The Wealth Consulting Group Questions

The The Wealth Consulting Group annual revenue was $24 million in 2024.

Jim Worden is the Chief Investment Officer of The Wealth Consulting Group.

63 people are employed at The Wealth Consulting Group.

The Wealth Consulting Group is based in Las Vegas, Nevada.

The NAICS codes for The Wealth Consulting Group are [52, 523, 5239, 52393].

The SIC codes for The Wealth Consulting Group are [62, 628].

Top The Wealth Consulting Group Employees

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