Assets Under Management
$5.4B
Number of Clients
12,424
Number of Advisors
120
Average Client AUM
$438K
AUM per Advisor
$45.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
WCG Wealth Advisors offers asset management services through wrap accounts, providing ongoing investment advice and management of assets. They advise on various investments tailored to individual client needs and objectives. Accounts are managed on a discretionary or non-discretionary basis, with supervision over the IAR managing the account. Assets are held at LPL Financial, Charles Schwab & Co., Inc., and Fidelity Brokerage Services, LLC.
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148