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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WEALTH MANAGEMENT CONSULTANTS INC

CRD 107199

DENVER, CO

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:bd9f4a45-0409-92da-9a6a-fe0c71c60923

Data as of Mar 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 23, 2020
14 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: $75.2MItem 5.F on the latest filing (2020-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $17.6M
Private client RAUM: $68.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 78
Individual clients: 0
High net worth clients: 14
SEC number: 801-72543
CRD: 107199
Filings on the tape: 14
First filed: Mar 29, 2012
Latest filed: Mar 23, 2020
Organised: Corporation, Colorado

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
ZANECCHIA, THOMAS, EDWARD	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	05/1993	Mar 29, 2012	Mar 23, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRANZAN INVESTMENT ADVISORS, INC.	n/a	Asset manager	$115M	N	yes	n/a

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
2019	Mar 23, 2020	$75.2M	$17.6M	3	2	0	n/a	n/a
2018	Mar 14, 2019	$63.0M	$15.1M	3	2	0	n/a	n/a
2017	Mar 13, 2018	$66.5M	$13.3M	3	2	0	n/a	n/a
2016	Mar 30, 2017	$81.5M	$12.1M	3	2	n/a	n/a	n/a
2015	Mar 14, 2016	$11.6M	$11.6M	3	2	n/a	n/a	n/a
2014	Feb 13, 2015	$76.6M	$76.6M	7	4	n/a	n/a	n/a
2013	Feb 24, 2014	$70.2M	$70.2M	7	4	n/a	n/a	n/a
2012	Feb 28, 2013	$70.7M	$70.7M	7	4	n/a	n/a	n/a
2011	Mar 29, 2012	$71.0M	$3.8M	n/a	n/a	n/a	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
2019	$75.2M	$63.0M	19.3%	$81.5M	-2.7%	3	3	0	0

Relationships

Affiliated with (1)

→ BRANZAN INVESTMENT ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV

Controls (1)

← ZANECCHIA, THOMAS, EDWARDOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV

Registered with (3)

← STEPHEN DUKE PARSONSAdvisorregistration: previous registration
Mar 5, 2007 to Jan 13, 2021factForm ADV
← Mark Emerson MarquezAdvisorregistration: previous registration
Mar 19, 2001 to Jul 20, 2015factForm ADV
← MATTHEW D DUPREEAdvisorregistration: previous registration
Jan 1, 1999 to Aug 27, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd9f4a45-0409-92da-9a6a-fe0c71c60923
First observed: Mar 29, 2012
Last observed: Mar 23, 2020 79 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.

WEALTH MANAGEMENT CONSULTANTS INC

CRD 107199

DENVER, CO

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:bd9f4a45-0409-92da-9a6a-fe0c71c60923

Data as of Mar 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ZANECCHIA, THOMAS, EDWARD

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

05/1993

Mar 29, 2012

Mar 23, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRANZAN INVESTMENT ADVISORS, INC.

n/a

Asset manager

$115M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 23, 2020

$75.2M

$17.6M

n/a

2018

Mar 14, 2019

$63.0M

$15.1M

n/a

2017

Mar 13, 2018

$66.5M

$13.3M

n/a

2016

Mar 30, 2017

$81.5M

$12.1M

n/a

2015

Mar 14, 2016

$11.6M

n/a

2014

Feb 13, 2015

$76.6M

n/a

2013

Feb 24, 2014

$70.2M

n/a

2012

Feb 28, 2013

$70.7M

n/a

2011

Mar 29, 2012

$71.0M

$3.8M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$75.2M

$63.0M

19.3%

$81.5M

-2.7%