$98.8M Total AUM
$98.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2015
- Office Locations
- 1
Office Locations
-- Castle Pines CO
About Wealth Management Consultants L.l.c.
Wealth Management Consultants, LLC is a fee-based financial planning and investment management firm serving clients across the U.S., emphasizing objective advice without product or sales influence. Services include comprehensive planning (retirement, tax, estate, stock options), portfolio analysis, asset allocation design, and ongoing investment management. Portfolios are primarily ETF-based and custodied at Schwab.
Team overview
-- AVG AGE
$98.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN DUKE PARSONS
Owner
- CRD
- #1602031
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,768,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,768,100 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing