$23.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
27 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-1998
- Office Locations
- 2
Office Locations
2210-A Main St. Daphne AL
851 East I-65 Service Rd. S. Suite #402 Mobile AL
About Wealth Management Consultants, LLC
Wealth Management Consultants, LLC is a fee-based financial planning and investment management firm serving clients nationwide, with an emphasis on objective advice and education through life transitions. The team delivers comprehensive planning (retirement, tax, estate, stock options) plus portfolio analysis and asset-allocation design. Portfolios are ETF-centric, and client assets are custodied at Pershing.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$370.0K AVG AUM / CLIENT
21.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
Insights
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MILES LEIGH BALL
SENIOR PARTNER
- CRD
- #1610124
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID LOUIS BRAUD
SENIOR PARTNER
- CRD
- #1534197
- Ownership
- 50% but less than 75%
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 | $23,309,282 | -- |
| Total | $23,309,282 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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