Wcg Wealth Advisors, LLC
● SEC registered since 2014CRD 173194SEC# 801-80386Las Vegas, NV
Reg. AUM
$6.28B
Employees
131
Accounts
21,593
Location
Las Vegas, NV
Wcg Wealth Advisors, LLC assets under management
Wcg Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2014. It reports $6.3 billion in regulatory assets under management and employs 131 people.
Wcg Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason A Ehrlich Control | Chief Financial Officer | Under 5% | 2025 |
| Jimmy Lee Control | Ceo | Under 5% | 2014 |
| Rosemary Anne Richard Control | Chief Compliance Officer | Under 5% | 2023 |
| Steven Philip Odendahl Control | Chief Operating Officer | Under 5% | 2023 |
| The 1970 Lee Trust Control | Owner | Over 75% | 2014 |
| Wealth Cg Partners, LLC Control | Owner | Over 75% | 2025 |
| Jimmy Lee Control | Trustee | Over 75% | 2014 |
Frequently asked questions
How much does Wcg Wealth Advisors, LLC manage?
Wcg Wealth Advisors, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.
How many employees does Wcg Wealth Advisors, LLC have?
Wcg Wealth Advisors, LLC reports 131 employees.
Where is Wcg Wealth Advisors, LLC located?
Wcg Wealth Advisors, LLC is based in Las Vegas, NV and has been SEC-registered since 2014.
Does Wcg Wealth Advisors, LLC disclose fund performance?
Wcg Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8925 West Post Road, 2nd Floor, Las Vegas, NV 89148 |
| Phone | 702-263-1919 |
| Fax | 702-263-7273 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.28B▲ 21%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,306 advisers
EmployeesTop 6%
More than 94% of 16,824 advisers
Assets under management
$6.28Bregulatory AUM
Discretionary $6.28B