CONSOLIDATED WEALTH MANAGEMENT

CONSOLIDATED WEALTH MANAGEMENT of CLAYTON, MO is an SEC-registered investment adviser (CRD 141330). Regulatory assets under management: $77.5M.

Registration

• CRD: 141330
• Type: Registered investment adviser
• Location: 222 NORTH MERAMEC AVENUE, CLAYTON, MO, 63105-3702
• Phone: 314-727-1177
• Latest filing: 2026-05-14
• Regulatory AUM: $77.5M
• Non-discretionary AUM: $77.5M
• Clients: 2
• Accounts: 35

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141330 on SEC IAPD (source of record)
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