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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| ROTHENBERG, IRWIN, STUART | I | MANAGER | D | Control |
| PISENTI & BRINKER LLP | DE | MEMBER | C | Control |
| PISENTI & BRINKER LLP | DE | MEMBER | C | Control |
| PISENTI & BRINKER LLP | DE | MEMBER | C | Control |
| EAGAN, THELIA, A. | I | MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | MANAGER | B | Control |
| EAGAN, THELIA, ANN | I | CHIEF COMPLIANCE OFFICER/MANAGER | B | Control |
| PISENTI & BRINKER LLP | DE | MEMBER | B | |
| PISENTI & BRINKER LLP | DE | MEMBER | B | |
| PISENTI & BRINKER LLP | DE | MEMBER | B | |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
| THOMAS, BRENT, MICHAEL | I | MANAGER | B | Control |
Registrations
Federal
IA
Sep 9, 2005 REGISTERED
Notice Filings (6)
AZ CA CO NV TX VT
Address
3550 ROUND BARN BLVDSUITE 212
SANTA ROSA, CA 95403-0921
USA
Phone: 707-542-3600