San Ramon, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$5,904,707,340
ClientsTotal clients
12,646
AdvisorsAdvisors at this office
3
Of 130 advisors across 57 offices
Location
12647 Alcosta Blvd, Suite 165
San Ramon CA 94583
Advisors at this office
3
Advisors at this office
Christopher J
CFP®, Series 66
San Ramon, CA
The Wealth Consulting Group
Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.
Stuart A
Series 65
San Ramon, CA
The Wealth Consulting Group
Stuart Arakelian is a financial advisor at The Wealth Consulting Group with 36 years of industry experience. He holds a Series 65 credential and has worked previously at LPL Financial and Mariner Independent Advisor Network. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic advisory services, offering tailored investment approaches supported by legal and implementation resources.
Nikolaus K
Series 66
San Ramon, CA
The Wealth Consulting Group
Nikolaus Kazarian is a financial advisor with The Wealth Consulting Group in San Ramon, CA, holding the Series 66 designation and two years of industry experience. His prior experience includes roles at Mariner Independent and LPL Financial LLC, as well as a background in marketing at Pereira and O'dell and Swirl Mcgarry Bowen. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients through discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies across active and passive investments, model portfolios, and algorithm-driven offerings, supported by legal and implementation resources and partnerships with major custodial platforms.
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