Wealth Management Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$73,500,000
Total clients
38
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
38
Average account size
$1,934,211
About
Wealth Management Consultants provides discretionary portfolio management primarily for individual and high-net-worth clients, preparing an investment policy statement for each client that reflects goals, time horizon, and risk tolerance. Services focus on asset allocation, asset selection, and regular portfolio monitoring implemented under a written advisory agreement.
The firm’s investment process combines charting, fundamental, technical, cyclical and quantitative analysis and employs both long- and short-term trading approaches. Its stated strategies include margin (borrowed) transactions, short sales, and options trading (including selling puts, covered calls and spreads), indicating the use of leverage and derivatives within managed accounts.
Operationally, all accounts are reviewed by the firm’s single investment professional and clients are required to custody assets at Charles Schwab Institutional, where the firm participates in an institutional advisor program that provides research and trading support. The adviser manages roughly $73.5 million across a relatively small number of client accounts, a combination of scale and centralized oversight that may set it apart from many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% $2,000,001+: Negotiable
Main office location
Wealth Management Consultants, LLC
Lawrence KS, United States
Number of offices
1
Most active in
Colorado · Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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