WEALTH MANAGEMENT CONSULTANTS INC
CRD #107199 SEC #801-72543 DENVER, CO 303-292-9224
SEC Registered
Total AUM
$75.2M
Discretionary
$17.6M
Employees
3
Clients
11
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $75.2M | $17.6M | $57.6M | 3 | 15 |
| Mar 2019 | $63M | $15.1M | $47.9M | 3 | 13 |
| Mar 2018 | $66.5M | $13.3M | $53.2M | 3 | 4 |
| Mar 2017 | $81.5M | $12.1M | $69.4M | 3 | 11 |
| Apr 2016 | $65.7M | $11.6M | $54.1M | 3 | 11 |
| Mar 2016 | $11.6M | $11.6M | $0 | 3 | 11 |
| Nov 2015 | $76.6M | $76.6M | $0 | 3 | 26 |
| Sep 2015 | $76.6M | $76.6M | $0 | 3 | 26 |
| Jul 2015 | $76.6M | $76.6M | $0 | 3 | 26 |
| Feb 2015 | $76.6M | $76.6M | $0 | 7 | 26 |
| Feb 2014 | $70.2M | $70.2M | $0 | 7 | 26 |
| Feb 2013 | $70.7M | $70.7M | $0 | 7 | 26 |
| Apr 2012 | $71M | $3.8M | $67.1M | 6 | 26 |
| Mar 2012 | $71M | $3.8M | $67.1M | 6 | 26 |
| Aug 2011 | $82.5M | $3.9M | $78.6M | 10 | -- |
| Jun 2011 | $82.5M | $3.9M | $78.6M | 10 | -- |
DateMar 2020
Total AUM$75.2M
Discretionary$17.6M
Non-Disc.$57.6M
Employees3
Clients15
DateMar 2019
Total AUM$63M
Discretionary$15.1M
Non-Disc.$47.9M
Employees3
Clients13
DateMar 2018
Total AUM$66.5M
Discretionary$13.3M
Non-Disc.$53.2M
Employees3
Clients4
DateMar 2017
Total AUM$81.5M
Discretionary$12.1M
Non-Disc.$69.4M
Employees3
Clients11
DateApr 2016
Total AUM$65.7M
Discretionary$11.6M
Non-Disc.$54.1M
Employees3
Clients11
DateMar 2016
Total AUM$11.6M
Discretionary$11.6M
Non-Disc.$0
Employees3
Clients11
DateNov 2015
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees3
Clients26
DateSep 2015
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees3
Clients26
DateJul 2015
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees3
Clients26
DateFeb 2015
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees7
Clients26
DateFeb 2014
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees7
Clients26
DateFeb 2013
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees7
Clients26
DateApr 2012
Total AUM$71M
Discretionary$3.8M
Non-Disc.$67.1M
Employees6
Clients26
DateMar 2012
Total AUM$71M
Discretionary$3.8M
Non-Disc.$67.1M
Employees6
Clients26
DateAug 2011
Total AUM$82.5M
Discretionary$3.9M
Non-Disc.$78.6M
Employees10
Clients--
DateJun 2011
Total AUM$82.5M
Discretionary$3.9M
Non-Disc.$78.6M
Employees10
Clients--