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WEALTH MANAGEMENT CONSULTANTS L.L.C.

Advisory

CO

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CO

#532

of 720 advisers by AUM

Average account

$5M

across 19 accounts

AUM per adviser

$99M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$99M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$99M

Discretionary AUM$99M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

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

19 clients

19 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 CO

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

SYNERGY CAPITAL OF COLORADO LLC

FORT COLLINS, CO

$99M

MY WEALTH PLANNERS LLC

$99M

$99M

BLUE SKY ASSET MANAGEMENT, LLC

$99M

ASPEN LEAF WEALTH MANAGEMENT, PBC

$99M

BULLOCK CAPITAL ALLIANCE, INC.

COLORADO SPRINGS, CO

$98M

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