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The Wealth Consulting Group

The Wealth Consulting Group

Financial ServicesFlag of USSpring Valley, Nevada, United States51-100 Employees

Company overview

Headquarters8925 W. Post Road, 2nd Floor, Las Vegas, Nevada 89148, US
Phone number+18003464063
Website
NAICS52
SIC628
Keywords
Retirement Planning, Investment Advisory, Insurance Brokerage, Wealth Planning
Founded1995
Employees51-100
Socials

Key Contacts at The Wealth Consulting Group

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Brandon Danziger

Director Of Finance

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Skott Mckinney

Chief Marketing Officer

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Jade Lee

Associate Creative Director

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Jason Lin

Director Of Trading And Research

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Erika Ferris

Director, Retirement Plans/Financial Planning

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Kimberly Meade

Director Of Financial Planning

The Wealth Consulting Group Email Formats

The Wealth Consulting Group uses 1 email format. The most common is {first name} (e.g., john@thewealthgroup.com), used 100% of the time.

FormatExamplePercentage
{first name}
john@thewealthgroup.com
100%

About The Wealth Consulting Group

A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG Wealth Advisors, LLC, a registered investment advisor. WCG Wealth Advisors, LLC and The Wealth Consulting Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states that I am/we are registered to do business, please visit www.wealthcg.com.

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The Wealth Consulting Group revenue & valuation

Annual revenue$9,870,428
Revenue per employee$121,000
Estimated valuation?$31,600,000
Total fundingNo funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
C-Suite
Manager

Employees by Department

The Wealth Consulting Group has 44 employees across 8 departments.

Departments

Number of employees

Funding Data

The Wealth Consulting Group has never raised funding before.

The Wealth Consulting Group Tech Stack

Discover the technologies and tools that power The Wealth Consulting Group's digital infrastructure, from frameworks to analytics platforms.

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Modernizr

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reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

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Drupal

Drupal

CMS

Cloudflare

Cloudflare

CDN

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jQuery

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PHP

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HSTS

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Flickity

Flickity

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Zoho

Zoho

CRM

AddToAny

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Widgets

Google Analytics

Google Analytics

Analytics

Frequently asked questions

The Wealth Consulting Group is located in Spring Valley, Nevada, US.
You can reach The Wealth Consulting Group at +18003464063.
The Wealth Consulting Group was founded in 1995, making it 31 years old. The company has established itself as a significant player in its industry over this time.
The Wealth Consulting Group has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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