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Wealth Management Consultants Colorado, LLC

CRD 226545SEC# 801-107347The Woodlands, TX
Export (members)
No longer SEC-registered. Wealth Management Consultants Colorado, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$302.5M
Employees
2
Accounts
167
Location
The Woodlands, TX

Wealth Management Consultants Colorado, LLC assets under management

Wealth Management Consultants Colorado, LLC is an investment advisory firm registered with the SEC based in The Woodlands, TX. It reports $302.5 million in regulatory assets under management and employs 2 people.

Wealth Management Consultants Colorado, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Emerson Marquez ControlManaging Member, Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Wealth Management Consultants Colorado, LLC manage?

Wealth Management Consultants Colorado, LLC reports $302.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management Consultants Colorado, LLC have?

Wealth Management Consultants Colorado, LLC reports 2 employees.

Where is Wealth Management Consultants Colorado, LLC located?

Wealth Management Consultants Colorado, LLC is based in The Woodlands, TX.

Does Wealth Management Consultants Colorado, LLC disclose fund performance?

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

Contact & registration

Address21 Waterway Avenue, Suite 300, The Woodlands, TX 77380
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$266.2M
Non-discretionary$36.3M
Total (RAUM)$302.5M