SourcingSourcing

WCG WEALTH ADVISORS, LLC

C27
CRD 173194·SEC 801-80386·LAS VEGAS, NV
AUM
$6.28B
$1B+
Est. Revenue
$62.8M
@ 1% on AUM
Est. EBITDA
$18.8M
@ 30% margin
Est. Deal Value
$150.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WCG WEALTH ADVISORS, LLC
CRD
173194
SEC file #
801-80386
EIN
471862922
DBA names
The Wealth Consulting Group

Economics

AUM
$6.28B
AUM band
$1B+
AUM trajectory
'20'26
$1.41B → $6.28B▲ +346%
Client mix
Individuals Other8,432
Individuals High Net Worth4,214
Pension Profit Sharing Plans158
Corporations89
Charitable Organizations47

Operations

Employees (total)
131
Advisory staff (per ADV)
131
Advisory staff (5-yr trend)
'20'26
79 advisors → 131 advisors▲ +66%
Primary office
LAS VEGAS NV
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
linkedin.com/in/parker-olmsted-002967175(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE 1970 LEE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
THE 1970 LEE TRUST
WEALTH CG PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wcg.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
105,924
Form 5500 Compensation Trajectory 3y
2025105,924
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
105,924
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001855713
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2022-08-15
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001855713-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2391
Soi Zip Pct 200k Plus
0.0649
Soi Zip Returns 200k Plus
2050
Soi Zip Total AGI
3,098,528
Fdic Zip Total Deposits
36,666,834,000
Fdic Zip Branch Count
151
Fdic Zip Top Banks
Axos Bank
Meadows Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
40
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Lpl Financial8
E*trade4
Charles Schwab1
Fidelity1
Edgar Addresses
Mailing
8925 W. POST RD.2ND FLOORLAS VEGAS, NV 89148
Business
8925 W. POST RD.2ND FLOORLAS VEGAS, NV 89148
Edgar EIN
471862922
Edgar Recent Filings
13F-HR2026-05-12 · 0001855713-26-000004
13F-HR2026-02-10 · 0001855713-26-000003
Fdic Zip Branches Raw
Bank of America, National AssociationLas Vegas, NV
Bank of America, National AssociationLas Vegas, NV
Fdic Zip HHI
2227.92
Fdic Zip Top Bank Share Pct
39.96
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI99,912
Returns7,730
Stub 2
AGI284,281
Returns7,670
Stub 3
AGI318,655
Returns5,170
Soi Zip Total Business Income
92,917
Soi Zip Total Cap Gains
346,848
Soi Zip Total Dividends
65,534
Soi Zip Total Returns
31,580
Trust Company Affiliate
No

People (54)

54
EHRLICH, JASON, A
Executive Officer · 2.5%
5007752
JIMMY LEE
Executive Officer · 2.5%
2588186
STEVEN PHILIP ODENDAHL
Executive Officer · 2.5%
5060350
ROSEMARY ANNE RICHARD
Executive Officer · 2.5%
1460975
RENEE M.H. LEE
IAR
4831737
ANTHONY JOSEPH TURCOTTE
IAR
4609364
JOHN JOSEPH LINK
IAR
2932040
NARENDRA N TARIKERE
IAR
8014503
MORGAN RYAN DAVIS
IAR
6292769
ROY C MOON
IAR
5866123
DARREN BLAINE TODD
IAR
2433738
DUNCAN KRAFT
IAR
7997412
RYAN HARRISON REYNOLDS
IAR
5201917
MARC ARLYN GALLO
IAR
3160374
CHRISTOPHER TODD RAND
IAR
2626865
PAMELA MARIE STANLEY
IAR
5096727
MARIA SPIRTOS KINER
IAR
4880037
NILA LYNN TATUM
IAR
1206315
KIMBERLY R TAYLOR
IAR
7264841
GLORIA R. FRANZ
IAR
2249188
EDWARD WALKER STONE
IAR
1799923
ERIC MICHAEL ALTENBURG
IAR
2411862
ANDREW ARTHUR ZITTELL
IAR
1868637
JAMES ARTHUR WORDEN
IAR
3203089
MICHELLE DENISE COOLEY
IAR
4467163
JENNIFER ELLEN RIVA-KIRK
IAR
4696923
JASON WILLIAM GAMETT
IAR
4740799
Jordan Chase Herwig
IAR
7375404
MARK ANDREW SENSEMAN
IAR
1383557
ADRIANE VERA LOWE
IAR
865151
CHARLES ROBERT SCHWARZ
IAR
6096217
VICTOR AURELIO OROZCO
IAR
5304451
Markus William Gamett
IAR
8223910
GERALD MELVIN GOZ
IAR
226721
JOE FRANCIS REDMOND
IAR
4508947
LYNN JOSEPH BILODEAU
IAR
4499122
FRED WILLIAM SCHELLPEPER
IAR
3178954
HYONGSUK CHOE PAU
IAR
1132818
MARCI SUE BAIR
IAR
2299995
JAMES DALE BROWN
IAR
1891178
DANE MICHAEL BROCKMAN
IAR
5829993
JENNIFER HAN MALEK
IAR
3164482
LAN NGOC TRAN
IAR
2585249
Gretchen L Saurage
IAR
7122155
Mark Kenneth Starr
IAR
6125237
Taylor Mark
IAR
7869761
DAVID ANDREW VOS
IAR
2965294
JAMES SCOTT CAVE
IAR
4791019
ALISSA LOUISE TODD
IAR
6498708
DAROLD WING MARK
IAR
1323253
PAUL SUN-WOOK LIM
IAR
5084834
BRIANNE ELIZABETH SOSCIA
IAR
5950921
CLINTON EDWARD AKERBERG
IAR
4762459
CHRISTINE MARIE SOSCIA
IAR
2570450