CRD: 150201
4-C Personal Wealth Management Consultants, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-21-2009
- Office Locations
- 2
Office Locations
About 4-C Personal Wealth Management Consultants, LLC
4-C Personal Wealth Management Consultants is a Missouri-registered RIA serving families with comprehensive, goals-based financial planning and tailored portfolio management. The team builds long-term, conservative, diversified portfolios aligned to each client’s risk profile, using scenario analysis and ongoing review meetings to keep plans on track. Portfolios commonly use ETFs and mutual funds and are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 54 clients, or 27 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BOGDAN NICIU
Chief Compliance Officer, President
- CRD
- #6536389
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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FETZER EUGENE CROCKETT
President
- CRD
- #5645941
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
4-C Personal Wealth Management Consultants, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.