WEALTH MANAGEMENT CONSULTANTS COLORADO, LLC
CRD #226545 SEC #801-107347 THE WOODLANDS, TX 720-938-6436
SEC Registered
Total AUM
$302.5M
Discretionary
$266.2M
Employees
2
Clients
26
Accounts
167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $302.5M | $266.2M | $36.3M | 2 | 13 |
| Mar 2025 | $302.5M | $266.2M | $36.3M | 2 | 13 |
| Mar 2024 | $292.2M | $236M | $56.2M | 2 | 10 |
| Dec 2023 | $252.9M | $201.4M | $51.5M | 2 | 14 |
| Mar 2023 | $252.9M | $201.4M | $51.5M | 1 | 14 |
| Nov 2022 | $294.8M | $235.9M | $58.9M | 1 | 17 |
| Mar 2022 | $294.8M | $235.9M | $58.9M | 1 | 17 |
| Aug 2021 | $205.8M | $205.8M | $0 | 1 | 17 |
| Apr 2021 | $205.8M | $205.8M | $0 | 1 | 17 |
| Mar 2021 | $205.8M | $205.8M | $0 | 1 | 17 |
| Feb 2021 | $179M | $179M | $0 | 1 | 22 |
| Oct 2020 | $179M | $179M | $0 | 1 | 22 |
| Jun 2020 | $179M | $179M | $0 | 1 | 22 |
| Mar 2020 | $179M | $179M | $0 | 1 | 22 |
| Feb 2019 | $153.4M | $153.4M | $0 | 1 | 22 |
| Nov 2018 | $163.3M | $163.3M | $0 | 1 | 22 |
| Mar 2018 | $163.3M | $163.3M | $0 | 1 | 22 |
| Feb 2017 | $147.6M | $147.6M | $0 | 1 | 26 |
| Jan 2017 | $127.2M | $127.2M | $0 | 1 | 26 |
| Dec 2016 | $127.2M | $127.2M | $0 | 1 | 26 |
| Jul 2016 | $127.2M | $127.2M | $0 | 1 | 26 |
| Feb 2016 | $127.2M | $127.2M | $0 | 1 | 26 |
DateOct 2025
Total AUM$302.5M
Discretionary$266.2M
Non-Disc.$36.3M
Employees2
Clients13
DateMar 2025
Total AUM$302.5M
Discretionary$266.2M
Non-Disc.$36.3M
Employees2
Clients13
DateMar 2024
Total AUM$292.2M
Discretionary$236M
Non-Disc.$56.2M
Employees2
Clients10
DateDec 2023
Total AUM$252.9M
Discretionary$201.4M
Non-Disc.$51.5M
Employees2
Clients14
DateMar 2023
Total AUM$252.9M
Discretionary$201.4M
Non-Disc.$51.5M
Employees1
Clients14
DateNov 2022
Total AUM$294.8M
Discretionary$235.9M
Non-Disc.$58.9M
Employees1
Clients17
DateMar 2022
Total AUM$294.8M
Discretionary$235.9M
Non-Disc.$58.9M
Employees1
Clients17
DateAug 2021
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees1
Clients17
DateApr 2021
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees1
Clients17
DateMar 2021
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees1
Clients17
DateFeb 2021
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients22
DateOct 2020
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients22
DateJun 2020
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients22
DateMar 2020
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees1
Clients22
DateFeb 2019
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees1
Clients22
DateNov 2018
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees1
Clients22
DateMar 2018
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees1
Clients22
DateFeb 2017
Total AUM$147.6M
Discretionary$147.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2017
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees1
Clients26
DateDec 2016
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees1
Clients26
DateJul 2016
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2016
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees1
Clients26