RIA Intel›Advisers›Missouri›4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

4-C PERSONAL WEALTH MANAGEMENT CONSULTANTS, LLC

Advisory

CREVE COEUR, MO

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in MO

#266

of 342 advisers by AUM

Average account

$274K

across 357 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

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VESTECH ASSET MANAGEMENT INC.

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ROGERS CONSULTING ASSOCIATES, INC.

$95M

DEW WEALTH STRATEGIES, LLC

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