$40MM AUM | $320,000 GDC in Westlake Village, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
436 days old
General
Compatibility
Location
Westlake Village, CA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$320,000.00
# of Accounts
300
Avg Client Age
50
Overview

Comprehensive Financial Planning Firm. Using e-money, Riskalayze and Redtail as our technology package. Managing Partner at The Wealth Consulting Group a Hybrid RIA with LPL. Our firm has 1.4 Billion in AUM and another 1 Billion in assets under advisement. Our RIA models screen for ESG and we are very active in building and promoting diversity and inclusion. Hope to connect with advisers looking to establish a succession plan and/or wish to have their practice purchased by an adviser and firm that supports the selling advisers vision and business model. We have 24 employees dedicated to helping our advsiors build thriving practices and deliver best in industry service. The 24 employees are in addition to our personal assistants.

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