Wealth Management Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Consultants, LLC provides financial planning and investment management to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, municipalities, and business entities. The two‑advisor firm manages roughly $23.3 million for about 40 clients and offers comprehensive planning, portfolio management, retirement plan consulting and related advisory services.
Investment services are delivered through multiple platforms, including Advisor Managed Portfolios, Model Portfolios, and a SMA/UMA wrap program (WMAP), and through selected third‑party advisory managers. The firm generally operates on a non‑discretionary basis, uses risk‑tolerance questionnaires and asset‑allocation software, and employs both fundamental and technical analysis to construct and rebalance model‑based portfolios held at Pershing.
WMC is notable for its industry affiliations: its principals are registered representatives of Osaic Wealth, the firm participates in third‑party advisory relationships, and advisors are licensed insurance agents — arrangements that can generate commissions, revenue sharing, or paying‑agent arrangements disclosed in the brochure. The firm also sponsors wrap fee programs and routes accounts through Osaic Wealth’s clearing relationship with Pershing, features that create operational linkages and potential conflicts of interest clients should consider when reviewing the firm’s disclosures.
Client services
Expertise
Fee options
$5,000 - $249,999.99: 0.400% – 2.00% $250,000 - $499,999.99: 0.375% – 2.00% $500,000 - $749,999.99: 0.350% – 2.00% $750,000 - $1,249,999.99: 0.325% – 2.00% $1,250,000 - $1,999,999.99: 0.300% – 2.00% $2,000,000 - $4,999,999.99: 0.275% – 2.00% $5,000,000 - $24,999,999.99: 0.250% – 2.00% Over $25,000,000+: 0.225% – 2.00%
Commission on investment and insurance products sold by representatives as registered representatives of Osaic Wealth and licensed insurance agents
$125 per hour for financial planning consulting services, negotiable
Account minimum: $5,000 Fee-only: $125 per hour financial planning rate, negotiable
Main office
See office851 East I 65 Service Rd. S., Suite #402
Mobile AL 36606-3190
Advisors at this office
1
Offices (2)
Most active in
Alabama
Also doing business as
Investment Advisory & Financial Planning · Wealth Management Consultants, L.L.C. · Wealth Management Consultants, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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
Advisors at this firm
David B
CFP®, Series 63, Series 65
Daphne, AL
Wealth Management Consultants, LLC
David Braud is a Certified Financial Planner® with 39 years of industry experience. He is currently affiliated with OSAIC since 2023 and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he serves as President and Treasurer of the Daphne Executive Center Condo Owner's Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and offers various advisory programs and third-party manager access through its extensive network of financial advisers.
Miles B
Series 63, Series 65
Mobile, AL
Wealth Management Consultants, LLC
Miles Ball is a financial advisor with Wealth Management Consultants, LLC in Mobile, Alabama, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Sagepoint Financial Inc for 14 years and has been with OSAIC since 2023. Outside of his advisory role, Mr. Ball serves on the Jaguar Athletic Fund Board for the University of South Alabama’s soccer team and volunteers as a poll inspector in Mobile County elections. Wealth Management Consultants, LLC provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, municipalities, and business entities. The two-advisor firm manages approximately $23.3 million for about 40 clients, offering comprehensive planning, portfolio management, retirement plan consulting, and related advisory services.
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