The Wealth Consulting Group (WCG), a hybrid RIA firm headquartered in Nevada, has announced the merger of V Wealth, a hybrid RIA based in Overland Park, Kans., into its wealth management platform.
With more than $2 billion of assets under advisement and 43 investment adviser representatives, V Wealth will bring WCG’s total assets under advisement to more than $7 billion and its AUM above $5 billion.
WCG is supported by the resources of LPL Financial for broker/dealer and RIA custody services. WCG also custodies RIA assets with TD Ameritrade, Charles Schwab and Fidelity. The firm will have 145 investment adviser representatives, 12 registered representatives who utilize LPL’s corporate RIA and 41 branch office locations affiliated with the firm spread throughout the United States.
WCG provides a support platform helping independent financial advisers provide comprehensive wealth management services to position the adviser as the clients’ personal CFO. WCG p
