$6.3B Total AUM
$6.3B Disc. AUM
23.8% 3Y CAGR
131 Employees
13,265 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2014
- Office Locations
- 55
Office Locations
1 Almaden Blvd., Ste. 950 SAN Jose CA
100 N. 34th St., Ste. F Norfolk NE
1010 B ST STE 217 SAN Rafael CA
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.
Team overview
47 AVG AGE
$47.9M AVG AUM / ADVISOR
$473.2K AVG AUM / CLIENT
5.1 yrs AVG TENURE
131 Employees
131 Advisory Reps
62 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JASON A EHRLICH
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
JIMMY LEE
Chief Executive Officer, Owner
- CRD
- #2588186
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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CLINTON EDWARD AKERBERG
--
- CRD
- #4762459
Available
Available
Available
CAITLIN ALLARD
--
- CRD
- #6973485
Available
Available
Available
Showing 2 of 135 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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