RIA Intel›Advisers›Alabama›WEALTH MANAGEMENT CONSULTANTS, L.L.C.

WEALTH MANAGEMENT CONSULTANTS, L.L.C.

Advisory

MOBILE, AL

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$583K

across 40 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$0

Non-Discretionary AUM$23M

Discretionary %0%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InAL

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

40 clients

16 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 AL

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

GANTT FINANCIAL ADVISORS, LLC

$23M

FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC

$24M

AJA FINANCIAL LLC

$24M

LIBERTY 1018, LLC

$23M

CANTERBURY INVESTMENT ADVISORS LLC

MOUNTAIN BROOK, AL

$24M

OLD OAK ADVISORS, LLC

VESTAVIA HILLS, AL

$25M

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