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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2014
- Office Locations
- 55
Office Locations
About THE Wealth Consulting Group
The Wealth Consulting Group provides Personal CFO-style wealth planning and investment management for individuals and families, bringing complex financial lives into one coordinated plan. The team builds risk-aligned strategies and implements diversified allocations using public funds and ETFs, with optional alternatives. Frequently featured in major outlets including Bloomberg, CNBC, and Fox Business.
Reported data analysis
What the numbers show
Between December 5, 2025 and June 24, 2026, reported AUM increased 15.2%, from $5.4B to $6.3B.
Across 5 reported observations, AUM increased 118.5% between October 17, 2022 and June 24, 2026, from $2.9B to $6.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 131 advisory representatives and 13,265 clients, or 101.3 clients per representative. That equates to $473.2K in reported AUM per client.
The profile lists 55 reported office locations and 11 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full THE Wealth Consulting Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON A EHRLICH
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
JIMMY LEE
Chief Executive Officer, Owner
- CRD
- #2588186
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CLINTON EDWARD AKERBERG
--
- CRD
- #4762459
CAITLIN ALLARD
--
- CRD
- #6973485
Showing 2 of 135 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,276,683,993 | $290,681 |
| Non-Discretionary | $0 | -- |
| Total | $6,276,683,993 | $290,681 |
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Separately Managed Accounts
SMA allocation detail is available
THE Wealth Consulting Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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THE Wealth Consulting Group's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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