The Wealth Consulting Group
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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) 263-1919

Revenue

$6 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About The Wealth Consulting Group

The Wealth Consulting Group offers comprehensive financial services, including investment management, financial planning, and insurance risk management, with a strong emphasis on personal relationships and high-touch service. They cater to high net worth individuals, business owners, pre-retirees, retirees, and corporate executives, providing tailored strategies to help clients navigate their financial journeys. Their approach focuses on simplifying complex financial matters, ensuring clients can concentrate on what matters most to them. The firm is recognized for its commitment to clarity and expertise, frequently featured in major financial media outlets.Explore more
The Wealth Consulting Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Wealth Consulting Group Org Chart

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Jason Ehrlich, Chief Financial Officer & Head of Corporate Development at The Wealth Consulting Group
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Chief Financial Officer & Head of Corporate D...

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Steve Odendahl, Chief Operating Officer at The Wealth Consulting Group
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Chief Operating Officer

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KT
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Wealth Advisor & Chief Financial Officer, Per...

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ZP
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Chief Financial Officer, Personal

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CA
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Managing Partner, Personal Chief Financial Of...

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Jeremy Anderson, Chief Financial Officer, Personal at The Wealth Consulting Group
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Chief Financial Officer, Personal

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AR
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Chief of Staff

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JW
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Chief Investment Officer

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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.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wealth Consulting Gro...

$6M
51-200
Private
<$5M
1995
Jason Ehrlich, Chief Financial Officer & Head of Corporate Development at The Wealth Consulting Group
Jason EhrlichChief Financial Officer & Head of Corporate Development
$20.1M
11-50
Private
-
1987
Ronald Johnson, Managing Partner, Chief Financial Officer at Litman Gregory Asset Management
Ronald JohnsonManaging Partner, Chief Financial Officer
$14.4M
11-50
Private
<$5M
1932
Daniel Roderigues, Managing Director at Sapers & Wallack
Daniel RoderiguesManaging Director
$14M
11-50
Private
-
1995
N/A
$13.4M
51-200
Private
-
2002
PM
Puja MahakudManager, Human Resources
$7.1M
51-200
Private
<$5M
1980
RM
Robert McMullinChief Financial Officer
<$5M
11-50
Private
<$5M
2011
Jeannie Roque, President & Chief Executive Officer at Trupp HR
Jeannie RoquePresident & CEO
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The Wealth Consulting Group Tech Stack

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Frequently Asked Questions Regarding The Wealth Consulting Group

What is The Wealth Consulting Group's official website?
The Wealth Consulting Group's official website is www.wealthcg.com
What is The Wealth Consulting Group's Revenue?
The Wealth Consulting Group's revenue is $6 Million
What is The Wealth Consulting Group's SIC code?
The Wealth Consulting Group's SIC: 62,628
What is The Wealth Consulting Group's NAICS code?
The Wealth Consulting Group's NAICS: 52,523
How many employees does The Wealth Consulting Group have?
The Wealth Consulting Group has 51-200 employees
What industry does The Wealth Consulting Group belong to?
The Wealth Consulting Group is in the industry of: Finance, Insurance, Securities Trading
What is The Wealth Consulting Group competition?
The Wealth Consulting Group top competitors include: Sapers & Wallack, Trupp HR, Garden State Securities, CBOnline Pvt
What companies has The Wealth Consulting Group acquired?
The Wealth Consulting Group has acquired the companies: Wealth Consulting Group
What technology does The Wealth Consulting Group use?
Some of the popular technologies that The Wealth Consulting Group uses are: Drupal, reCAPTCHA, Cloudflare Website Optimization, Google Universal Analytics
Who is the CFO of The Wealth Consulting Group?
The Wealth Consulting Group's CFO is Jason Ehrlich
How do I contact The Wealth Consulting Group?
The Wealth Consulting Group contact info: Phone number: (702) 263-1919 Website: www.wealthcg.com
What does The Wealth Consulting Group do?

The Wealth Consulting Group offers comprehensive financial services, including investment management, financial planning, and insurance risk management, with a strong emphasis on personal relationships and high-touch service. They cater to high net worth individuals, business owners, pre-retirees, retirees, and corporate executives, providing tailo... red strategies to help clients navigate their financial journeys. Their approach focuses on simplifying complex financial matters, ensuring clients can concentrate on what matters most to them. The firm is recognized for its commitment to clarity and expertise, frequently featured in major financial media outlets.Read More

What are The Wealth Consulting Group social media links?
The Wealth Consulting Group Linkedin page The Wealth Consulting Group Twitter page The Wealth Consulting Group Facebook page
Is The Wealth Consulting Group a public company?
The Wealth Consulting Group is private company therefore does not currently have an official ticker symbol
See more information about The Wealth Consulting Group

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