$73.5M Total AUM
$73.5M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-20-2016
- Office Locations
- 1
Office Locations
-- Lawrence KS
About Wealth Management Consultants, LLC
Wealth Management Consultants, LLC is a Lawrence, KS RIA providing financial and investment planning, portfolio construction, and insurance solutions for retail and institutional relationships. Portfolios are implemented primarily via ETF-focused SMAs with a fixed-income and cash sleeve, and custody is with Charles Schwab.
Team overview
67 AVG AGE
$73.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JOHN ROBERT KUDDES
Chief Compliance Officer, Managing Director, President
- CRD
- #1636629
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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