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- Custodian
- Charles Schwab & Company · Merrill Lynch · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-04-2021
- Office Locations
- 1
Office Locations
About Investment Consultants LLC
Investment Consultants LLC is an employee-owned, independent institutional investment consulting firm that serves organizations seeking objective, fiduciary guidance for building or improving investment programs. The team delivers fully customized solutions, performance reporting, and ongoing analysis to support informed decision-making. Not affiliated with a broker/dealer and does not accept indirect compensation, supporting an unbiased, conflict-minimized approach.
Reported data analysis
What the numbers show
Between February 18, 2025 and March 23, 2026, reported AUM decreased 21.9%, from $157.2M to $122.7M.
Across 5 reported observations, AUM decreased 31.8% between February 11, 2022 and March 23, 2026, from $180.0M to $122.7M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $11.2M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
WILLIAM DANIEL GELA
Chief Compliance Officer, MANAGING DIRECTOR, Owner
- CRD
- #1450633
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $122,727,571 | $6,459,346 |
| Total | $122,727,571 | $6,459,346 |
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Separately Managed Accounts
SMA allocation detail is available
Investment Consultants LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.