WEALTH MANAGEMENT CONSULTANTS, LLC

WEALTH MANAGEMENT CONSULTANTS, LLC of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 131361). Regulatory assets under management: $393.4M.

Registration

• CRD: 131361
• SEC file number: 801-63105
• Type: Registered investment adviser
• Location: 3550 ROUND BARN BLVD, SUITE 212, SANTA ROSA, CA, 95403-0921
• Phone: 707-542-3600
• Latest filing: 2010-12-08
• Regulatory AUM: $393.4M
• Discretionary AUM: $371.2M
• Non-discretionary AUM: $22.2M
• Clients: 6
• Accounts: 891

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 131361 on SEC IAPD (source of record)
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