Investment adviser · CRD 173630
MASTERS CONSULTING GROUP
Investment adviser filing (IA)
WEALTH BUILDERS CONSULTING GROUP, INC.
CHARDON, OH, United States · Form ADV filed Jul 12, 2023
- Regulatory AUM
- $129M Form ADV · Item 5.F
- Client accounts
- 452 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 66 | $75,048,735 | 58.0% |
| Individuals | 278 | $48,641,610 | 37.6% |
| Charities | Fewer than 5 | $3,053,648 | 2.4% |
| Corporations & businesses | 2 | $2,604,887 | 2.0% |
Filing source
Form ADV 1774683 · Jul 12, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 12, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
113 NORTH HAMBDEN STREET, SUITE 100CHARDON, OH, 44024, United States
CRD 173630
Filing source
Form ADV 1774683 · Jul 12, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.