WCG Wealth Advisors LLC
WCG Wealth Advisors LLC, doing business as The Wealth Consulting Group, is a Las Vegas, NV-based independently owned and operated SEC-registered investment adviser founded in October 2014. The firm employs over 260 professionals and provides fee-based wealth management, investment advisory, and financial planning services to individuals (including high net worth), corporate clients, pension plans, and charitable organizations across the U.S. It operates a national network of partner offices under various DBA names. WCG Wealth Advisors LLC is owned by The 1970 Lee Trust and led by Managing Member Jimmy Lee.
Investment Strategy
WCG Wealth Advisors LLC delivers personalized, fee-based investment advisory services focused on developing investment strategies, asset allocation, risk management, and custom portfolios based on each client's goals, time horizon, and risk tolerance. The firm acts as a fiduciary for ERISA plans and provides individualized portfolio management and consulting, emphasizing fiduciary responsibility and alignment with client objectives. WCG does not serve as custodian or trustee, nor does it hold client assets directly. Service offerings also include retirement plan consulting and tailored investment recommendations subject to client approval.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 2.89% | $44.7M | 282,849 | $61.46 | $157.99 | +$18.1M |
A AVUS | AMERICAN CENTY ETF TR | 2.66% | $41.2M | 408,323 | $79.27 | $100.82 | +$6.7M |
A AAPL | APPLE INC | 2.49% | $38.5M | 187,854 | $176.94 | $205.17 | -$2.9M |
M MSFT | MICROSOFT CORP | 2.19% | $33.8M | 68,017 | $304.71 | $497.41 | +$7.7M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 2.11% | $32.6M | 378,412 | $78.55 | $86.07 | +$5.9M |