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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MASTERS CONSULTING GROUP

WEALTH BUILDERS CONSULTING GROUP, INC., CRD 173630

CHARDON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7e0afd-a66a-8894-ae13-fe2ee91f506c

Data as of Jul 12, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 24, 2021 to Jul 12, 2023
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $129MItem 5.F on the latest filing (2023-07-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $129M
Private client RAUM: $124MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 452
Individual clients: 278
High net worth clients: 66
SEC number: 801-120908
CRD: 173630
Filings on the tape: 4
First filed: Mar 24, 2021
Latest filed: Jul 12, 2023
Organised: Corporation, Ohio

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CUNNANE, FRANK, PATRICK	MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER	E	yes	11/2014	Mar 24, 2021	Jul 12, 2023

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 2, 2023	$129M	$129M	5	2	0	n/a	n/a
2021	Mar 2, 2022	$132M	$132M	5	2	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$129M	$132M	-2.3%	n/a	n/a	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	2	Sep 6, 2023	Aug 29, 2023	CHARDON, OH	Team lift out	RIA to ibd	100.0%

Relationships

Controls (1)

← CUNNANE, FRANK, PATRICKOwnerMANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 24, 2021 to presentfactForm ADV

Registered with (2)

← FRANK PATRICK CUNNANEAdvisorregistration: previous registration
Jan 27, 2015 to Sep 6, 2023factForm ADV
← JENNIFER LYNN HOPEAdvisorregistration: previous registration
Jan 27, 2015 to Sep 6, 2023factForm ADV

Moved with (1)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Sep 6, 2023 to Aug 29, 2023factForm ADV

Dated events

Occurred
Sep 6, 2023
Team lift-out
2 advisors left Masters Consulting Group (Chardon, OH) for Ameriprise Financial Services, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 6, 2023
Advisor changed firm
Jennifer Lynn Hope left Masters Consulting Group for Ameriprise Financial Services, Llc (registered 2023-08-29)
Form ADVobserved 5 days ago
Occurred
Sep 6, 2023
Advisor changed firm
Frank Patrick Cunnane left Masters Consulting Group for Ameriprise Financial Services, Llc (registered 2023-08-29)
Form ADVobserved 5 days ago
Occurred
Mar 24, 2021
First Form ADV filing
Masters Consulting Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a7e0afd-a66a-8894-ae13-fe2ee91f506c
First observed: Mar 24, 2021
Last observed: Jul 12, 2023 38 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASTERS CONSULTING GROUP

WEALTH BUILDERS CONSULTING GROUP, INC., CRD 173630

CHARDON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0a7e0afd-a66a-8894-ae13-fe2ee91f506c

Data as of Jul 12, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUNNANE, FRANK, PATRICK

MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER

yes

11/2014

Mar 24, 2021

Jul 12, 2023

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 2, 2023

$129M

n/a

2021

Mar 2, 2022

$132M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$129M

$132M

-2.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Sep 6, 2023

Aug 29, 2023

CHARDON, OH

Team lift out

RIA to ibd

100.0%