The Wealth Consulting Group
Highly Engaged Employees
Highly Engaged EmployeesFinance · Nevada, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
8925 W Post Rd Fl 2, Las Vegas, Nevada, ...Phone Number
(702) 263-1919Website
www.wealthcg.comRevenue
$6 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
3
2
3
About The Wealth Consulting Group
The Wealth Consulting Group is an independent financial advisory firm that serves as a personal CFO for affluent individuals and families, providing comprehensive wealth management services. Their offerings include financial planning, investment management, insurance and risk management, corporate services, and sustainable investing. The firm aims to simplify complex financial decisions by collaborating with clients to develop customized strategies that align with their personal, family, business, and philanthropic goals. Recognized for their commitment to diversity and inclusion, they cater to clients seeking sophisticated financial solutions and guidance.Explore more
The Wealth Consulting Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is The Wealth Consulting Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if The Wealth Consulting Group had a recent Job posting/layoffs
Funding: Get notified immidiatlly once The Wealth Consulting Group has new funding data
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on The Wealth Consulting Group recently announced quarterly report
Check out if The Wealth Consulting Group is spiking on competitors!
Product Launch: Get notified when The Wealth Consulting Group launches new products
Check if The Wealth Consulting Group has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at The Wealth Consulting Group
The Wealth Consulting Group, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Reach out to Masked Content who joined The Wealth Consulting Group as Masked Content
Find 3 more new buyers
Compare Similar Companies to The Wealth Consulting Group
Compare insights from companies similar to The Wealth Consulting Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
The Wealth Consulting Gro...
$6M
51-200
Private
<$5M
1995
KT
Kimberly TaylorWealth Advisor & Chief Financial Officer, Personal
Company Profile Activity
Activity Insights
The Wealth Consulting Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
The Wealth Consulting Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Wealth Consulting Group.
The Wealth Consulting Group financials insights
Gather financial insights about The Wealth Consulting Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
The Wealth Consulting Group Tech Stack
A closer look at the technologies used by The Wealth Consulting Group
Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Event
Person-Based
Jimmy Lee, Founder & Chief Executive Officer, appeared on a podcast called "Bloomberg Businessweek" on 08/15/2025. Topics discussed include Trump-Putin summit, Ukraine, US-Russia relations.
Events, Podcast
New Hire
Executive Move
Executive Moves, New Hire
Award
The Wealth Consulting Group News & Media
$10B Wealth Consulting Group Hires Former Emigrant Executive as CFO
Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years.The Wealth Consulting Group Names Highly Respected Industry Leaders to New Advisory Board
Stuart DePina, Jason Ehrlich and Paul Kim join Andy Kalbaugh to work with Founder Jimmy Lee and his team to help guide strategic initiatives for fast-growing Hybrid RIA Advisory Board's members encompass C-suite experience from Envestnet, Simplify Asset Management, Emigrant Partners and...The Wealth Consulting Group Commences Next Phase of Growth Strategy with Appointment of Industry Leader Andy Kalbaugh as President
Former LPL Financial President Joins Forces with Fast-Expanding Hybrid RIA Founder Jimmy Lee to Help Execute on Its Strategic Growth Initiative LAS VEGAS, June 18, 2025 /PRNewswire/ -- The Wealth Consulting Group (WCG), a fast-growing hybrid RIA and wealth management platform, today...The Wealth Consulting Group Welcomes Talley Léger as Chief Market Strategist
LAS VEGAS--(BUSINESS WIRE)--The Wealth Consulting Group (WCG) appoints Talley Léger as Chief Market Strategist
Read more news
Top Finance Companies
Top companies in Canada by revenue
Frequently Asked Questions Regarding The Wealth Consulting Group
Sign Up For FreeTo access detailed company insights
The Wealth Consulting Group is an independent financial advisory firm that serves as a personal CFO for affluent individuals and families, providing comprehensive wealth management services. Their offerings include financial planning, investment management, insurance and risk management, corporate services, and sustainable investing. The firm aims... Read More
