The WCG WEALTH ADVISORS, LLC is a privately held investment adviser that advises $6.28Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WCG WEALTH ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 191.51% over the last 5-years.
The Group has been registered with the SEC for 11.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 22 office locations with their Headquarters at 8925 WEST POST ROAD 2ND FLOOR, LAS VEGAS, NEVADA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 131 employees comprised of 131 investment and 0 non-investment staff. The total number of Employees decreased by 13.25% over the last 5-years.
Their $6.28Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 294 other accounts. Assets of High Net Worth Individuals clients own $4.37Bn or 69.55% of Total Assets and Individuals own $1.54Bn or 24.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WCG WEALTH ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.