DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
The Wealth Consulting Group
Legal name Wcg Wealth Advisors, LLC
Latest filing Sep 9, 2026
First filing on the tape Sep 19, 2014 · 136 filings
SEC status approved since Oct 1, 2014
RAUM
$6.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
94%
$5.9B individuals and HNW
Advisors
131
registered through the firm on IAPD
RAUM per advisor
$47.9M
derived; firm RAUM over IAPD count
Employees
131
131 advisory (5.B.1)
Offices
50
beyond the principal office
Private funds
0
reported on Schedule D
History
136 filings and snapshots on the tape
RAUM$6.3B as of Aug 19, 2026
Jan 27, 2015$307M then
HNW client RAUM$4.4B as of Aug 19, 2026
Mar 29, 2018$407M then
State-registered IARs (5.B.3)62 as of Aug 19, 2026
Jan 27, 20150 then
Employees (5.A)131 as of Aug 19, 2026
Jan 27, 201542 then
Private funds: no history
RAUM +15% over the last fiscal year+31% a year over threeIARs 70 to 62
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $47.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 97derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $290,681derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.6derived51 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- -11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $5.9BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$4.4B70%
- Individuals$1.5B25%
- Corporations and businesses$203M3.2%
- Pension and profit-sharing plans$107M1.7%
- Charitable organizations$61.7M1.0%
- Individual clients
- 8,432reported
- HNW clients
- 4,214reported
- Pension plan clients
- 158reported
- Charitable clients
- 47reported
- Accounts
- 21,593reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $2.4B sponsored, $4.2B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=104.0derived
Advisors registered through the firm
131 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Richard GallCertified Financial Planner, Chartered Financial Consultant | San Ramon, Ca | Aug 9, 2002 | 32 y | 2 |
| Nicolas Paul Tabellion | San Jose, Ca | Jul 17, 2013 | 22 y | 5 |
| Tony Lee BrewerCertified Financial Planner | Las Vegas, Nv | Oct 23, 2014 | 18 y | 1 |
| Marc Arlyn Gallo | San Diego, Ca | Nov 12, 2014 | 27 y | 2 |
| Christopher Todd RandCertified Financial Planner | San Diego, Ca | Nov 13, 2014 | 29 y | 4 |
| Jimmy Lee | Las Vegas, Nv | Nov 13, 2014 | 31 y | 2 |
| Darren Blaine ToddCertified Financial Planner | San Diego, Ca | Nov 13, 2014 | 32 y | 2 |
| Jason William Gamett | Las Vegas, Nv | Nov 17, 2014 | 24 y | 2 |
| Cheryl Ann ConstantinoCertified Financial Planner | Las Vegas, Nv | Nov 17, 2014 | 25 y | 3 |
| Barclay Kendall Callender | Las Vegas, Nv | Nov 17, 2014 | 15 y | 1 |
| James Dale Brown | Albuquerque, Nm | Nov 18, 2014 | 37 y | 1 |
| Mark Andrew Senseman | Las Vegas, Nv | Nov 18, 2014 | 41 y | 1 |
| Jana Linn Ham | Las Vegas, Nv | Nov 18, 2014 | 17 y | 1 |
| Paul Sun-Wook LimCertified Financial Planner | San Diego, Ca | Nov 19, 2014 | 20 y | 2 |
| Victor Aurelio OrozcoCertified Financial Planner | San Diego, Ca | Nov 19, 2014 | 19 y | 1 |
| Marci Sue BairCertified Financial Planner | San Diego, Ca | Nov 20, 2014 | 33 y | 3 |
| Michael Joseph Woitkoski | San Diego, Ca | Nov 26, 2014 | 29 y | 1 |
| Joe Francis Redmond | Mesa, Az | Dec 5, 2014 | 26 y | 1 |
| Gerald Melvin Goz | Phoenix, Az | Dec 15, 2014 | 43 y | 2 |
| Maria Spirtos KinerCertified Financial Planner | Rancho Mirage, Ca | Nov 19, 2015 | 26 y | 2 |
| Hyongsuk Choe Pau | Las Vegas, Nv | Jan 12, 2016 | 31 y | 0 |
| Darold Wing Mark | Las Vegas, Nv | Apr 20, 2016 | 33 y | 2 |
| Darrin Michael Conrad | Modesto, Ca | Jun 13, 2016 | 25 y | 5 |
| James Bryant Hawryluk | Las Vegas, Nv | Jun 30, 2016 | 39 y | 3 |
| Anthony Joseph Turcotte | Las Vegas, Nv | Jan 20, 2017 | 23 y | 1 |
| Adriane Vera LoweCertified Financial Planner, Chartered Financial Consultant | Las Vegas, Nv | Jan 20, 2017 | 39 y | 1 |
| Roy C Moon | Westlake Village, Ca | Jan 23, 2017 | 17 y | 1 |
| Alissa Louise Todd | Las Vegas, Nv | Feb 16, 2017 | 10 y | 0 |
| Gloria R. FranzCertified Financial Planner | Las Vegas, Nv | Apr 27, 2017 | 34 y | 2 |
| Nila Lynn TatumChartered Financial Consultant | Palm Desert, Ca | Apr 27, 2017 | 31 y | 3 |
| Clinton Edward Akerberg | Des Moines, Ia | May 19, 2017 | 22 y | 6 |
| Kim Ngoc Huber | Las Vegas, Nv | Jun 1, 2017 | 30 y | 0 |
| James Scott Cave | Las Vegas, Nv | Aug 29, 2017 | 22 y | 5 |
| John Joseph Link | Las Vegas, Nv | Oct 20, 2017 | 42 y | 5 |
| Dane Michael BrockmanCertified Financial Planner | Las Vegas, Nv | Nov 17, 2017 | 16 y | 4 |
| Michele Ka Pemberton | Las Vegas, Nv | Nov 29, 2017 | 34 y | 3 |
| Brian Patrick Foley | Las Vegas, Nv | Dec 20, 2017 | 10 y | 0 |
| Jennifer Ellen Riva-Kirk | San Jose, Ca | Dec 20, 2017 | 30 y | 2 |
| Kimberly Jo Safoyan | Palm Desert, Ca | Jul 10, 2018 | 34 y | 1 |
| Neal Brian Wilson | Palm Desert, Ca | Jul 10, 2018 | 36 y | 4 |
Advisor movement
4 left, 11 joined in 12 months
net +7 in 12 months0 left in 90 days6 joined in 90 daysdeparture rate 3.1% of current headcount53 left over 36 months
Left, latest
- Zachary Zane Boyd to Forum Financial Management, LPApr 21, 2026 · RIA to RIA
- Jenifer A Sapel to Bright AdvisorsMar 27, 2026 · RIA to a newly registered adviser
- Halle Hewitt to Stratos Wealth Partners, LtdJan 5, 2026 · RIA to affiliated broker-dealer or bank
- Jordan P Rider to LPL Financial LLCNov 13, 2025 · RIA to affiliated broker-dealer or bank
- Isaac Gwinn to CorientJul 9, 2025 · RIA to RIA
- Brian Patrick Midtbo to Stronghaven Capital LLCJul 9, 2025 · RIA to a state-registered adviser
- Sally Woo Ng to Beacon Pointe Advisors, LLCJul 3, 2025 · RIA to RIA
- Jeanette Sonya Ng Urrutia to Beacon Pointe Advisors, LLCApr 23, 2025 · RIA to RIA
- Alisa Michelle Foster to Ballentine PartnersMar 25, 2025 · RIA to RIA
- William James Oconnell to Sovran Advisors, LLCMar 12, 2025 · RIA to RIA
- William James Lafleur to Sovran Advisors, LLCMar 12, 2025 · RIA to RIA
- Adrian Padua Concepcion to Ameriprise Financial Services, LLCFeb 27, 2025 · RIA to affiliated broker-dealer or bank
- Laura Joan Latourette to Cwm, LLCFeb 12, 2025 · RIA to affiliated broker-dealer or bank
- Brianne Marie Brucker Derveloy to Cwm, LLCFeb 12, 2025 · RIA to affiliated broker-dealer or bank
- Brian Matthew Padrick to Wealth Enhancement Advisory Services, LLCJan 9, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Jaxon D Hyatt from Iht Wealth Management LLCAug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Richard Gall from Jeffrey Gall Wealth AdvisorsJul 22, 2026 · Other
- Nikolaus Santore Kazarian from Mariner Advisor NetworkJul 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Bruce Webber Wilson from Mariner Advisor NetworkJul 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Michael Johnson from Mariner Advisor NetworkJun 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- Stuart Bradley Arakelian from Mariner Advisor NetworkJun 30, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ana Pasion from First Command Advisory ServicesMar 6, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Edward Korinek from Edward JonesFeb 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Juan Leon Munoz from Cg Advisory ServicesJan 5, 2026 · RIA to RIA
- Jennifer Han Malek from Pruco Securities, LLCNov 5, 2025 · Other
- James Arthur Worden from LPL Financial LLCNov 5, 2025 · Affiliated broker-dealer or bank to independent RIA
- Sybil Lee Poage from Sorrento Pacific Financial, LLCSep 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Meredith Anne Mussmann from Cambridge Investment Research Advisors, Inc.Aug 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Mark Edward Ishibashi from Mariner Advisor NetworkAug 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Nicolas Paul Tabellion from Mariner Advisor NetworkAug 1, 2025 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Sovran Advisors, LLCMar 12, 2025 · San Diego, Ca
- 2 left for Wealth Enhancement Advisory Services, LLCJan 9, 2025 · Thousand Oaks, Ca
- 4 left for Iht Wealth Management LLCOct 2, 2024 · Manhattan, Ks
- 2 left for Mai Capital Management, LLCApr 16, 2024 · Naples, Fl
- 2 left for Mai Capital Management, LLCApr 16, 2024 · Orland Park, Il
- 2 left for Mai Capital Management, LLCApr 16, 2024 · Durham, Nc
- 7 left for Mai Capital Management, LLCApr 16, 2024 · Las Vegas, Nv
- 2 left for Mai Capital Management, LLCApr 16, 2024 · New Castle, Pa
- 3 joined from Mariner Advisor NetworkJul 2, 2026 · San Ramon, Ca
- 2 joined from Mariner Advisor NetworkAug 19, 2025 · San Jose, Ca
- 2 joined from Intrua FinancialAug 6, 2024 · Houston, Tx
- 2 joined from Securian Financial Services, Inc.May 22, 2023 · Denver, Co
- 2 joined from Silverleaf Advisor Group, LLCMar 30, 2022 · Omaha, Ne
- 2 joined from Householder Group Estate & Retirement SpecialistsSep 9, 2021 · Edmond, Ok
- 2 joined from Park Avenue Securities LLCMar 3, 2021 · Bothell, Wa
- 2 joined from Independent Financial PartnersDec 6, 2018 · Las Vegas, Nv
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Jimmy Lee · Ceocontrolsince 10/2014 · owns less than 5%
- Anne Rosemary Richard · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- Jimmy Lee · Trusteecontrolsince 10/2014 · owns 75% or more of The 1970 Lee Trust
- Philip Steven Odendahl · Chief Operating Officersince 04/2023 · owns less than 5%
- Arthur James Worden · Chief Investment Officersince 06/2021 · owns less than 5%
Entity owners
- The 1970 Lee Trust · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Centennial State Insurance Groupreal estaten
- Click2bindinsuranceagencyreal estaten
- Gamett & Kinginsurancen
- H2 Tax Servicesinsurancen
- Kiner Consulting Groupinsurancen
- Lynn Bilodeaux, Pllcn
- Mtxe Capital, LLCreal estaten
- P.L. Lucas & Associates, Incinsurancen
- Raha Management. LLCreal estaten
- Rdm Associatesinsurancen
- Redwitz, Inc,insurancen
- Stewart Financial, LLCreal estaten
- Stronghaven Insurance Brokeragereal estaten
- V Wealth Advisors,, LLCreal estaten
- Wcg Insurance, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Las Vegas, Nv · principal | 121 | 18 | 1 | ||
| Overland Park, Ks | 20 | 0 | 0 | ||
| San Diego, Ca | 14 | 1 | 1 | ||
| Palm Desert, Ca | 9 | 0 | 0 | ||
| Albuquerque, Nm | 9 | 0 | 0 | ||
| Des Moines, Ia | 8 | 2 | 0 | ||
| San Ramon, Ca | 4 | 4 | 0 | ||
| Westlake Village, Ca | 4 | 1 | 0 | ||
| San Jose, Ca | 3 | 0 | 0 | ||
| Sacramento, Ca | 3 | 0 | 0 | ||
| Leawood, Ks | 3 | 1 | 1 | ||
| Cupertino, Ca | 3 | 1 | 0 | ||
| Phoenix, Az | 3 | 0 | 0 | ||
| Austin, Tx | 3 | 0 | 0 | ||
| Agoura Hills, Ca | 2 | 1 | 0 | ||
| Ottawa, Ks | 2 | 0 | 0 | ||
| Sugar Land, Tx | 2 | 0 | 0 | ||
| Edmond, Ok | 2 | 0 | 0 | ||
| Norfolk, Ne | 2 | 0 | 0 | ||
| Greer, Sc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- San Diego, CA24 employees
- Overland Park, KS15 employees
- Overland Park, KS8 employees
- Palm Desert, CA7 employees
- Des Moines, IA6 employees
- Rancho Mirage, CA6 employees
- Pleasant Hill, CA6 employees
- Ottawa, KS5 employees
- Palm Desert, CA4 employees
- Westlake Village, CA4 employees
- Agoura Hills, CA4 employees
- Albuquerque, NM4 employees
- Austin, TX4 employees
- Dahlonega, GA4 employees
- Edmond, OK4 employees
- Norfolk, NE4 employees
- Overland Park, KS4 employees
- Sacramento, CA4 employees
- Phoenix, AZ4 employees
- Boulder, CO3 employees
- Sherman Oaks, CA3 employees
- Cupertino, CA3 employees
- Sugar Land, TX3 employees
- San Rafeal, CA2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Apr 27, 2026employees (Item 5.A) moved from 204.0 to 131.0 (-36.0%) between the annual amendments of 2025-04-23 and 2026-04-27; the peer median change was +5.0% (264 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $5B to $20B (264) · 0.4% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 101-250 to 101-250Aug 19, 2026 to Sep 9, 2026
- Succession · false to unsetAug 19, 2026 to Sep 9, 2026
- Accounts · 20,129 to 21,593Feb 27, 2026 to Mar 31, 2026
- Advisory employees · 115 to 131Feb 27, 2026 to Mar 31, 2026
- BD registered reps · 105 to 104Feb 27, 2026 to Mar 31, 2026
- Corporate clients · 76 to 89Feb 27, 2026 to Mar 31, 2026
- HNW clients · 3,855 to 4,214Feb 27, 2026 to Mar 31, 2026
- Individual clients · 8,281 to 8,432Feb 27, 2026 to Mar 31, 2026
- Pension plan clients · 165 to 158Feb 27, 2026 to Mar 31, 2026
- Employees · 204 to 131Feb 27, 2026 to Mar 31, 2026
- Insurance-licensed employees · 3 to 5Feb 27, 2026 to Mar 31, 2026
- State-registered IARs · 70 to 62Feb 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $5.4B to $6.3BFeb 27, 2026 to Mar 31, 2026
- HNW RAUM · $3.7B to $4.4BFeb 27, 2026 to Mar 31, 2026
- Individual RAUM · $1.4B to $1.5BFeb 27, 2026 to Mar 31, 2026
- Pension RAUM · $117M to $107MFeb 27, 2026 to Mar 31, 2026
- RAUM · $5.4B to $6.3BFeb 27, 2026 to Mar 31, 2026
- Wrap assets (manager) · $2.2B to $4.2BFeb 27, 2026 to Mar 31, 2026
- Wrap assets (sponsor) · $1.7B to $2.4BFeb 27, 2026 to Mar 31, 2026
- Financial planning clients · 101-250 to 101-250Jun 24, 2025 to Jul 28, 2025
- Accounts · 21,408 to 20,129Feb 12, 2025 to Apr 23, 2025
- Advisory employees · 160 to 115Feb 12, 2025 to Apr 23, 2025
- BD registered reps · 107 to 105Feb 12, 2025 to Apr 23, 2025
- Charity clients · 49 to 47Feb 12, 2025 to Apr 23, 2025
- Corporate clients · 86 to 76Feb 12, 2025 to Apr 23, 2025
- HNW clients · 3,801 to 3,855Feb 12, 2025 to Apr 23, 2025
- Individual clients · 9,384 to 8,281Feb 12, 2025 to Apr 23, 2025
- Pension plan clients · 159 to 165Feb 12, 2025 to Apr 23, 2025
- Employees · 264 to 204Feb 12, 2025 to Apr 23, 2025
- Insurance-licensed employees · 2 to 3Feb 12, 2025 to Apr 23, 2025
- Financial planning clients · 251-500 to 101-250Feb 12, 2025 to Apr 23, 2025
- State-registered IARs · 153 to 70Feb 12, 2025 to Apr 23, 2025
- Other offices · 34 to 50Feb 12, 2025 to Apr 23, 2025
- Discretionary RAUM · $5.2B to $5.4BFeb 12, 2025 to Apr 23, 2025
- HNW RAUM · $3.3B to $3.7BFeb 12, 2025 to Apr 23, 2025
- Individual RAUM · $1.5B to $1.4BFeb 12, 2025 to Apr 23, 2025
- Non-discretionary RAUM · $762,273 to $0Feb 12, 2025 to Apr 23, 2025
- Pension RAUM · $123M to $117MFeb 12, 2025 to Apr 23, 2025
- RAUM · $5.2B to $5.4BFeb 12, 2025 to Apr 23, 2025
- Wrap assets (manager) · $0 to $2.2BFeb 12, 2025 to Apr 23, 2025
Signals
60 dated events
- 3 advisors left Mariner Advisor Network (San Ramon, CA) for The Wealth Consulting Group within 11 daysJul 2, 2026 · Team lift-out · derived
- Zachary Zane Boyd left The Wealth Consulting Group for Forum Financial Management, Lp (registered 2026-04-14)Apr 21, 2026 · Advisor changed firm · fact
- Jenifer A Sapel left The Wealth Consulting Group for Bright Advisors (registered 2026-01-06)Mar 27, 2026 · Advisor changed firm · fact
- Halle Hewitt left The Wealth Consulting Group for Stratos Wealth Partners, Ltd (registered 2026-01-07)Jan 5, 2026 · Advisor changed firm · fact
- Jordan P Rider left The Wealth Consulting Group for Lpl Financial Llc (registered 2025-10-30)Nov 13, 2025 · Advisor changed firm · fact
- 2 advisors left Mariner Advisor Network (San Jose, CA) for The Wealth Consulting Group on the same dayAug 19, 2025 · Team lift-out · derived
- Brian Patrick Midtbo left The Wealth Consulting Group for Stronghaven Capital Llc (registered 2025-01-01)Jul 9, 2025 · Advisor changed firm · fact
- Isaac Gwinn left The Wealth Consulting Group for Corient (registered 2025-08-05)Jul 9, 2025 · Advisor changed firm · fact
- Sally Woo Ng left The Wealth Consulting Group for Beacon Pointe Advisors, Llc (registered 2025-07-10)Jul 3, 2025 · Advisor changed firm · fact
- Jeanette Sonya Ng Urrutia left The Wealth Consulting Group for Beacon Pointe Advisors, Llc (registered 2025-03-25)Apr 23, 2025 · Advisor changed firm · fact
- The Wealth Consulting Group reported 50 offices beyond its principal office, up from 34 (2025-02-12 to 2025-04-23)Apr 23, 2025 · Office count change · derived
- The Wealth Consulting Group reported 70 state-registered advisory representatives, down from 153 (2025-02-12 to 2025-04-23)Apr 23, 2025 · Advisor headcount change · derived
- Alisa Michelle Foster left The Wealth Consulting Group for Ballentine Partners (registered 2025-12-08)Mar 25, 2025 · Advisor changed firm · fact
- 2 advisors left The Wealth Consulting Group (San Diego, CA) for Sovran Advisors, LLC on the same dayMar 12, 2025 · Team lift-out · derived
- William James Oconnell left The Wealth Consulting Group for Sovran Advisors, Llc (registered 2025-02-10)Mar 12, 2025 · Advisor changed firm · fact
- William James Lafleur left The Wealth Consulting Group for Sovran Advisors, Llc (registered 2025-02-10)Mar 12, 2025 · Advisor changed firm · fact
- Adrian Padua Concepcion left The Wealth Consulting Group for Ameriprise Financial Services, Llc (registered 2025-02-03)Feb 27, 2025 · Advisor changed firm · fact
- Laura Joan Latourette left The Wealth Consulting Group for Cwm, Llc (registered 2025-02-13)Feb 12, 2025 · Advisor changed firm · fact
- Brianne Marie Brucker Derveloy left The Wealth Consulting Group for Cwm, Llc (registered 2025-02-11)Feb 12, 2025 · Advisor changed firm · fact
- Brian Matthew Padrick left The Wealth Consulting Group for Wealth Enhancement Advisory Services, Llc (registered 2024-12-16)Jan 9, 2025 · Advisor changed firm · fact
- Jessica Anseth left The Wealth Consulting Group for Wealth Enhancement Advisory Services, Llc (registered 2024-12-16)Jan 9, 2025 · Advisor changed firm · fact
- 2 advisors left The Wealth Consulting Group (Thousand Oaks, CA) for Wealth Enhancement Advisory Services, LLC on the same dayJan 9, 2025 · Team lift-out · derived
- Ryan Kimes left The Wealth Consulting Group for J.P. Morgan Securities Llc (registered 2025-04-24)Nov 25, 2024 · Advisor changed firm · fact
- Christopher Lee Klick left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)Oct 2, 2024 · Advisor changed firm · fact
- Preston Lynn Klick left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)Oct 2, 2024 · Advisor changed firm · fact
- Aaron David Windhorst left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)Oct 2, 2024 · Advisor changed firm · fact
- Clinton Wade Sandmann left The Wealth Consulting Group for Iht Wealth Management Llc (registered 2024-10-02)Oct 2, 2024 · Advisor changed firm · fact
- 4 advisors left The Wealth Consulting Group (Manhattan, KS) for Iht Wealth Management LLC on the same dayOct 2, 2024 · Team lift-out · derived
- 2 advisors left Intrua Financial (Houston, TX) for The Wealth Consulting Group on the same dayAug 6, 2024 · Team lift-out · derived
- Stanko Pavlovic left The Wealth Consulting Group for Planmember Securities Corporation (registered 2024-05-09)Jun 4, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 573-447-7010reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 773-993-0735reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 913-827-4600reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/empathic-wealth-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/vwealthkansasreportedpublic record, Form ADV, Sep 17, 2026
- Website
- vwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 702-263-1919reportedpublic record, Form ADV, Sep 9, 2026
- Contact form
- vwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- vwealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026