THE WEALTH CONSULTING GROUP of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 173194). Regulatory assets under management: $6.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jimmy Lee | CEO; TRUSTEE | New York, NY |
| James Arthur Worden | CHIEF INVESTMENT OFFICER | — |
| Rosemary Anne Richard | CHIEF COMPLIANCE OFFICER | — |
| Steven Philip Odendahl | CHIEF OPERATING OFFICER | — |
| John Andrew Kalbaugh | PRESIDENT | — |
| Skott Mckinney | CHIEF MARKETING OFFICER | — |
| Andrew D'Addio | MANAGING DIRECTOR | — |
| Jason A Ehrlich | CHIEF FINANCIAL OFFICER | — |
| RICHARD ROSEMARY ANNE | CHIEF COMPLIANCE OFFICER | — |
| HOGAN WILLIAM PATRICK | CCO | — |
| LEE JIMMY | CEO; TRUSTEE | — |
| EWING JOHN ROVINSKY | CCO, CFO, COO; CFO; CFO, COO (+2 more) | — |
| HALL CHARLES GILBERT | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ECHEVERRIA SHELLEY JO | CCO | — |
| WALL SONJA RAE | CCO | — |
| WORDEN JAMES ARTHUR | CHIEF INVESTMENT OFFICER | — |
| ODENDAHL STEVEN PHILIP | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; EXECUTIVE | — |