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The Wealth Consulting Group Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • The Wealth Consulting Group's estimated annual revenue is currently $17.9M per year.(i)
  • The Wealth Consulting Group's estimated revenue per employee is $210,000

Employee Data

  • The Wealth Consulting Group has 85 Employees.(i)
  • The Wealth Consulting Group grew their employee count by 15% last year.

The Wealth Consulting Group's People

NameTitleEmail/Phone
1
Chief Investment OfficerReveal Email/Phone
2
VP, Personal CFOReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Personal CFO, Wealth AdvisorReveal Email/Phone
5
Personal CFOReveal Email/Phone
6
Chief Compliance OfficerReveal Email/Phone
7
Director OperationsReveal Email/Phone
8
Director MarketingReveal Email/Phone
9
Office ManagerReveal Email/Phone
10
Wealth Manager, PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.2M22-27%N/AN/A
#2
$6.4M383%N/AN/A
#3
$36M1568%N/AN/A
#4
$67M29027%N/AN/A
#5
$10.4M5557%N/AN/A
#6
$0.5M5N/AN/AN/A
#7
$5M307%N/AN/A
#8
$18.9M908%N/AN/A
#9
N/A17-11%$4.9MN/A
#10
$0.6M6-14%N/AN/A
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What Is 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 .

keywords:N/A

N/A

Total Funding

85

Number of Employees

$17.9M

Revenue (est)

15%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$20.7M859%N/A
#2
$12.3M8544%N/A
#3
$12.5M866%N/A
#4
$13.1M877%N/A
#5
$7.5M877%N/A