$77.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2006
- Office Locations
- 1
Office Locations
222 North Meramec Avenue Clayton MO
About Consolidated Wealth Management
Consolidated Wealth Management is a Clayton-based RIA. The firm has been operating for 19 years. Managing $77.5M in total assets under management, with 2 advisory representatives.
Team overview
38 AVG AGE
$38.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
10 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ALAN LOUIS STIFFELMAN
Investment Advisor, President
- CRD
- #1351661
- Ownership
- 75% or more
Available
Available
Available
MICHAEL REDINGTON MARIANI
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6023675
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $77,500,000 | -- |
| Total | $77,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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