The Wealth Consulting Group Employee Directory

Financial ServicesNevada, United States51-200 Employees

The Wealth Consulting Group is a financial services firm that provides wealth advisory services to individuals, families, and corporations. It positions itself as a personal CFO, helping clients identify true wealth, close gaps in their wealth planning, and set goals aligned with their needs, values, and objectives. The firm aims to deliver a level of service that exceeds client expectations.

Based in Las Vegas, Nevada, the firm is a mid-sized wealth advisory practice that utilizes LPL Financial for securities and provides investment advice through WCG Wealth Advisors, LLC, with both entities operating separately from LPL. The organization has pursued leadership appointments as part of its growth, most notably the 2024 appointment of Talley Léger as Chief Market Strategist to expand its market perspective.

Find The Wealth Consulting Group employees' phone numbers or email addresses

The Wealth Consulting Group Global Highlights

Location
Employees

North America
143

Minus sign iconPlus sign icon
  • United States Of America
    143

Asia
1

Minus sign iconPlus sign icon
  • Malaysia
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

The Wealth Consulting Group's Leadership

  • Stylized image of a person
    J. E.
    Cfo & Head Of Corporate Development
    Phone icon
  • Stylized image of a person
    C. B.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    K. K.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    T. L.
    Chief Market Strategist
    Phone icon
  • Stylized image of a person
    L. M.
    Vp Of Operations
    Phone icon
  • Stylized image of a person
    C. E. A.
    Managing Partner, Personal Cfo
    Phone icon
  • Stylized image of a person
    C. R. S.
    Financial Advisor And Personal Cfo
    Phone icon
  • Stylized image of a person
    D. C.
    Managing Partner
    Phone icon

The Wealth Consulting Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Community & Social Services
  • Other

Contact profiles from The Wealth Consulting Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. O.
    Vice President, Personal Chief Financial Officer
    Phone icon
    Jul 26, 2024
  • Stylized image of a person
    I. J.
    Partner, Personal Chief Financial Officer
    Phone icon
    United Kingdom
    Sep 09, 2025
  • Stylized image of a person
    T. L.
    Chief Market Strategist
    Phone icon
    United StatesNew Jersey
    Apr 08, 2026
  • Stylized image of a person
    M. R.
    Vice President, Wealth Advisor
    Phone icon
    United StatesArizona
    Apr 15, 2026
  • Stylized image of a person
    L. M.
    Vp Of Operations
    Phone icon
    United StatesNew Mexico
    Jun 08, 2026
  • Stylized image of a person
    C. C.
    Vice President
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    D. B.
    Vice President
    Phone icon
    United StatesMichigan
    Oct 17, 2024
  • Stylized image of a person
    C. L.
    Director Of Business Development
    Phone icon
    United States
    Apr 16, 2026
  • Stylized image of a person
    D. D. L. W.
    Director
    Phone icon
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    M. H.
    Marketing Director
    Phone icon
    United StatesMissouri
    Jun 09, 2026

Frequently Asked Questions

What is The Wealth Consulting Group known for?

Minus sign iconPlus sign icon
The Wealth Consulting Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 8925 West Post Road 2nd Floor Las Vegas, Nevada 89148 United States; you can contact the main corporate office by phone at . Explore The Wealth Consulting Group's company overview page for more information.

What is The Wealth Consulting Group's most common email format?

Minus sign iconPlus sign icon
The Wealth Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Wealth Consulting Group email formats with LeadIQ.

How many employees does The Wealth Consulting Group have currently?

Minus sign iconPlus sign icon
The Wealth Consulting Group has approximately 90 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are The Wealth Consulting Group's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, The Wealth Consulting Group's key employees include:

  • Cfo & Head Of Corporate Development: J. E.
  • Chief Investment Officer: C. B.
  • Chief Financial Officer: K. K.
  • Chief Market Strategist: T. L.
  • Vp Of Operations: L. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.