The Wealth Consulting Group Employee Directory

Q: What is The Wealth Consulting Group known for?

The Wealth Consulting Group was founded in 1995. The Wealth Consulting Group operates in the Financial Services industry.

Q: How many employees does The Wealth Consulting Group have currently?

The Wealth Consulting Group has approximately 82 employees.

Q: Who are The Wealth Consulting Group's key employees and leadership?

The Wealth Consulting Group's key employees include: Founder/President/Ceo: M. H., Chief Operating Officer: S. O., Chief Investment Officer: C. B., Chief Financial Officer: K. K., Chief Market Strategist: T. L..

Financial ServicesNevada, United States51-200 Employees

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.

Find The Wealth Consulting Group employees' phone numbers or email addresses

The Wealth Consulting Group Global Highlights

North America
135

United States Of America
135

Asia
1

Malaysia
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

The Wealth Consulting Group's Leadership

S. O.
Chief Operating Officer
Mobile Phone
Email
C. B.
Chief Investment Officer
Mobile Phone
Email
K. K.
Chief Financial Officer
Mobile Phone
Email
T. L.
Chief Market Strategist
Mobile Phone
Email
A. K.
President
Mobile Phone
Email
M. H.
Founder/President/Ceo
Mobile Phone
Email
C. E. A.
Managing Partner, Personal Cfo
Mobile Phone
Email
J. M. R. C. C.
Managing Partner, Personal Cfo
Mobile Phone
Email

Contact profiles from The Wealth Consulting Group

Name

Title

Contact Info

Location

Last Update

A. K.
President
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2025
C. E. A.
Managing Partner, Personal Cfo
Mobile Phone
Email
United StatesIowa
Nov 20, 2025
S. O.
Chief Operating Officer
Mobile Phone
Email
United StatesColorado
Oct 17, 2025
J. M. R. C. C.
Managing Partner, Personal Cfo
Mobile Phone
Email
United StatesIowa
Oct 22, 2025
C. R. S.
Financial Advisor And Personal Cfo
Mobile Phone
Email
United States
Oct 24, 2025
D. C.
Managing Partner
Mobile Phone
Email
United StatesIowa
Nov 14, 2025
J. H. A.
Personal Cfo
Mobile Phone
Email
United StatesTexas
Nov 15, 2025
M. H.
Founder/President/Ceo
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
Z. P.
Personal Cfo
Mobile Phone
Email
United StatesIowa
Dec 11, 2025
C. B.
Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is The Wealth Consulting Group known for?

The Wealth Consulting Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 8925 West Post Road, 2nd Floor; you can contact the main corporate office by phone at

+1-702-492-****

. Explore The Wealth Consulting Group's company overview page for more information.

What is The Wealth Consulting Group's most common email format?

The Wealth Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Wealth Consulting Group email formats with LeadIQ.

How many employees does The Wealth Consulting Group have currently?

The Wealth Consulting Group has approximately 82 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are The Wealth Consulting Group's key employees and leadership?

As of December 2025, The Wealth Consulting Group's key employees include:

Chief Operating Officer: S. O.
Chief Investment Officer: C. B.
Chief Financial Officer: K. K.
Chief Market Strategist: T. L.
President: A. K.

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