Investment adviser · CRD 173194
THE WEALTH CONSULTING GROUP
Investment adviser filing (IA)
WCG WEALTH ADVISORS, LLC
LAS VEGAS, NV, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $6.28B Form ADV · Item 5.F
- Client accounts
- 21,593 Accounts, not individual clients
- Employees
- 131 Reported in this filing
- Advisory professionals
- 131 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 | 4,214 | $4,365,494,123 | 69.6% |
| Individuals | 8,432 | $1,539,213,217 | 24.5% |
| Corporations & businesses | 89 | $203,217,430 | 3.2% |
| Retirement plans | 158 | $107,093,966 | 1.7% |
| Charities | 47 | $61,665,257 | 1.0% |
Filing source
Form ADV 2135617 · Sep 29, 2026 · 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: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8925 WEST POST ROAD, 2ND FLOORLAS VEGAS, NV, 89148, United States
CRD 173194
Filing source
Form ADV 2135617 · Sep 29, 2026 · 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.