C
Consolidated Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,000,000
Total clients
25
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
25
Average account size
$1,600,000
About
The firm provides individualized financial planning and portfolio management for individuals, serving both high-net-worth and other individual clients. Planning covers a broad set of areas including retirement, education, tax, estate, insurance, asset allocation, and cash-flow management, with recommendations that can include equities, fixed income and insurance products.
The firm’s investment approach emphasizes fundamental analysis and a long‑term buy‑and‑hold philosophy, often implementing diversified allocations with low‑cost exchange‑traded funds and software-driven scenario analysis. Advice is delivered on a non‑discretionary basis (clients retain implementation authority) and reviews are encouraged at least semi‑annually to update plans and assumptions.
Noteworthy for a firm of this size, the principal has an ownership relationship with a broker‑dealer and the adviser may implement recommendations through that affiliated broker‑dealer, which can involve revenue sharing on certain fixed‑income products and the sale of insurance/annuity products via third‑party wholesalers. The firm relies on fixed/flat planning fees rather than percentage‑of‑AUM billing, does not take custody or proxy‑voting authority, and operates with a relatively small client roster managed through non‑discretionary engagements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Cash flow / budgeting
Fee options
Fixed or flat fee from $1,000 to $25,000, negotiable
$100,000 - $999,999: $2,500 to $12,500 fixed fee range $1,000,000 - $4,999,999: $8,000 to $40,000 fixed fee range $5,000,000 - $24,999,999: $20,000 to $100,000 fixed fee range $25,000,000+: Negotiated fee, potentially up to $50,000,000
Account minimum: $100,000 Minimum fee: $1,000 to $25,000 fixed or flat fee, negotiable based on investable assets and complexity Fee-only: Fixed or flat fees ranging from $1,000 to $25,000, negotiable
Main office location
Consolidated Wealth Management
222 North Meramec Avenue
Clayton MO 63105-3702, United States
Number of offices
1
Most active in
Consolidated Wealth Management has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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