Wealth Consulting Group to Experience Substantial Asset Increase through Merger with V Wealth

Las Vegas – Wealth Consulting Group (WCG), a prominent hybrid registered investment advisor, is set to witness a substantial surge in assets as it merges with V Wealth, a respected RIA based in Overland Park, Kan.

With V Wealth overseeing over $2 billion in client assets, the addition of their expertise will elevate WCG’s total assets under advisement to more than $7 billion and assets under management to more than $5 billion.

WCG operates in partnership with independent advisors, offering comprehensive financial planning and wealth management services. As a custodian, the firm utilizes LPL Financial, while also relying on them as the broker-dealer for its commission-based business.

Founder and CEO of WCG, Jimmy Lee, lauded the V Wealth team, stating, “We are thrilled to collaborate with a group of exceptional advisors who are dedicated to delivering top-notch services to their clients.”

Lee added, “By combining WCG’s unique value proposition, which includes financial planning support and flexible separate account investment management strategies, we believe that former V Wealth advisors will be able to provide even greater value to their clients.”

Upon completion of the merger, the combined entity will employ 145 advisor representatives, along with 12 registered reps who depend on LPL’s corporate RIA. Moreover, it will boast 41 branch locations situated across the country.

Alongside LPL Financial, WCG also utilizes TD Ameritrade, Schwab, and Fidelity as custodians.

Affiliated advisors at WCG have access to a variety of services and support resources, including financial planning assistance, an insurance brokerage, and back-office functions such as marketing, administration, and mergers and acquisitions support.

Tom Blumer, managing partner at V Wealth, expressed enthusiasm about the merger, as it will enable his team to enhance their service model.

“The WCG team offers the exact additional services that our advisors have been requesting, as they believe these services hold great value for their clients,” Blumer shared. “WCG’s comprehensive solutions fulfill the needs of independent advisors, providing an unrivaled economic advantage.”

For more information about Wealth Consulting Group, visit their website at www.wcgadvisors.com.