Wealth Management Consultants, LLC

Wealth Management Consultants, LLC provides discretionary portfolio management to individuals and high‑net‑worth individuals, managing $73.5 million across 38 client accounts as of February 2026. The firm creates an Investment Policy Statement for each client and executes investment decisions under discretionary authority, and it reports no account minimum for its services.

WMC’s investment approach draws on multiple methods of analysis — including fundamental, technical, charting, cyclical and quantitative techniques — and employs both long‑ and short‑term trading. Implementation can include margin leverage, occasional short sales (noted as typically 10–20% of a portfolio), and options strategies such as selling out‑of‑the‑money puts, covered calls and spreads, with accounts reviewed at least monthly.

What is distinctive about the firm is its explicit use of leverage and derivatives in client accounts and its discussion of the risks of margin, short sales and option positions, practices that are less common among independent advisers. The firm also requires custody at Charles Schwab Institutional and participates in Schwab’s advisor program, and it operates as a compact LLC with a single management person overseeing a relatively large asset base per client.