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Wcg Wealth Advisors, LLC

● SEC registered since 2014CRD 173194SEC# 801-80386Las Vegas, NV
Export (members)
Reg. AUM
$5.45B
Employees
204
Accounts
20,129
Location
Las Vegas, NV

Wcg Wealth Advisors, LLC assets under management

Wcg Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2014. It reports $5.4 billion in regulatory assets under management and employs 204 people.

Wcg Wealth Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
James Arthur WordenChief Investment OfficerUnder 5%2021
Jimmy Lee ControlCeoUnder 5%2014
Rosemary Anne Richard ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Wcg Wealth Advisors, LLC manage?

Wcg Wealth Advisors, LLC reports $5.4 billion in regulatory assets under management on its Form ADV.

How many employees does Wcg Wealth Advisors, LLC have?

Wcg Wealth Advisors, LLC reports 204 employees.

Where is Wcg Wealth Advisors, LLC located?

Wcg Wealth Advisors, LLC is based in Las Vegas, NV and has been SEC-registered since 2014.

Does Wcg Wealth Advisors, LLC disclose fund performance?

Wcg Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8925 West Post Road, 2nd Floor, Las Vegas, NV 89148
Phone702-263-1919
Fax702-263-7273
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.45B
Non-discretionary$0
Total (RAUM)$5.45B