WEALTH MANAGEMENT CONSULTANTS, LLC
CRD #131361 SEC #801-63105 SANTA ROSA, CA 707-542-3600
SEC Registered
Total AUM
$303.5M
Discretionary
$290.2M
Employees
10
Clients
25
Accounts
601
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2010 | $393.4M | $371.2M | $22.2M | 10 | -- |
| Feb 2010 | $393.4M | $371.2M | $22.2M | 10 | -- |
| Mar 2008 | $400.2M | $384.3M | $15.9M | 10 | -- |
| Mar 2007 | $371.9M | $360.1M | $11.8M | 10 | -- |
| Mar 2006 | $328.8M | $292.5M | $36.3M | 10 | -- |
| Sep 2005 | $303.5M | $290.2M | $13.3M | 10 | -- |
| Jul 2004 | $264.9M | $255.4M | $9.5M | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
DateDec 2010
Total AUM$393.4M
Discretionary$371.2M
Non-Disc.$22.2M
Employees10
Clients--
DateFeb 2010
Total AUM$393.4M
Discretionary$371.2M
Non-Disc.$22.2M
Employees10
Clients--
DateMar 2008
Total AUM$400.2M
Discretionary$384.3M
Non-Disc.$15.9M
Employees10
Clients--
DateMar 2007
Total AUM$371.9M
Discretionary$360.1M
Non-Disc.$11.8M
Employees10
Clients--
DateMar 2006
Total AUM$328.8M
Discretionary$292.5M
Non-Disc.$36.3M
Employees10
Clients--
DateSep 2005
Total AUM$303.5M
Discretionary$290.2M
Non-Disc.$13.3M
Employees10
Clients--
DateJul 2004
Total AUM$264.9M
Discretionary$255.4M
Non-Disc.$9.5M
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--