Wealth Management Consultants L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Consultants L.L.C. provides comprehensive wealth management to high‑net‑worth individuals and charitable organizations. The firm combines investment management with estate, income tax, cash flow, debt and personal insurance planning, and includes traditional financial planning as part of its advisory services.
The adviser delivers discretionary portfolio management built on fundamental analysis and predominantly implements portfolios with no‑load mutual funds and ETFs, alongside individualized asset allocation, implementation strategies and periodic performance reporting. Its investment program can also include private partnership interests and lower‑rated fixed‑income securities, and the firm may facilitate direct real estate or other private investments through unaffiliated brokers.
As a single‑advisor practice with a small client roster and a concentrated asset base, the firm focuses on serving higher‑net‑worth clients rather than non‑HNW retail households. The adviser maintains custodial arrangements that provide soft‑dollar services and conducts trading and proxy voting in a manner that typically follows issuer management recommendations.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
Hourly charges may apply for special projects
Account minimum: $1,500,000 Minimum fee: $10,000 minimum annual fee
Main office
Castle Pines CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Parsons, Stephen Duke · Wealth Management Consultants L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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