Chief Financial Officer · The Wealth Consulting Group
Jason A Ehrlich
CRD 5007752 · Named on Form ADV at one SEC-registered adviser
At a glance
The Wealth Consulting Group, an SEC-registered wealth manager based in LAS Vegas, NV with $6.3 billion in regulatory assets, lists Jason A Ehrlich on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- The Wealth Consulting GroupChief Financial OfficerWealth manager · LAS Vegas, NV · $6.3B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jimmy LeeCEO, The Wealth Consulting Group
- Rosemary A. RichardChief Compliance Officer, The Wealth Consulting Group
- Steven P. OdendahlChief Operating Officer, The Wealth Consulting Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.