Wealth Management Consultants Colorado, LLC
CRD 226545SEC# 801-107347The Woodlands, TX
No longer SEC-registered. Wealth Management Consultants Colorado, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$302.5M
Employees
2
Accounts
167
Location
The Woodlands, TX
Wealth Management Consultants Colorado, LLC assets under management
Wealth Management Consultants Colorado, LLC is an investment advisory firm registered with the SEC based in The Woodlands, TX. It reports $302.5 million in regulatory assets under management and employs 2 people.
Wealth Management Consultants Colorado, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Emerson Marquez Control | Managing Member, Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Wealth Management Consultants Colorado, LLC manage?
Wealth Management Consultants Colorado, LLC reports $302.5 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Management Consultants Colorado, LLC have?
Wealth Management Consultants Colorado, LLC reports 2 employees.
Where is Wealth Management Consultants Colorado, LLC located?
Wealth Management Consultants Colorado, LLC is based in The Woodlands, TX.
Does Wealth Management Consultants Colorado, LLC disclose fund performance?
Wealth Management Consultants Colorado, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 21 Waterway Avenue, Suite 300, The Woodlands, TX 77380 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$302.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$302.5Mregulatory AUM
Discretionary $266.2MNon-discretionary $36.3M