The Wealth Consulting Group
Finance · Nevada, United States · 51-200 Employees
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Overview
Headquarters
8925 W Post Rd Fl 2, Las Vegas, Nevada, ...Phone Number
(702) 263-1919Website
www.wealthcg.comRevenue
$6 MillionIndustry
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2
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
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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.
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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
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2020
Debt
$150K
The Wealth Consulting Group Tech Stack
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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
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Frequently Asked Questions Regarding The Wealth Consulting Group
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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
