WEALTH MANAGEMENT CONSULTANTS LLC
WEALTH MANAGEMENT CONSULTANTS LLC of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 107237). Regulatory assets under management: $199.4M.
Registration
- CRD: 107237
- SEC file number: 801-50093
- Type: Registered investment adviser
- Location: 3550 ROUND BARN BLVD, STE 212, SANTA ROSA, CA, 95403
- Phone: 707-542-3600
- Latest filing: 2001-02-27
- Regulatory AUM: $199.4M
- Discretionary AUM: $183.1M
- Non-discretionary AUM: $16.3M
- Clients: 6
- Accounts: 369
Officers, owners & control persons (3)
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