Adviser and broker representative · The Wealth Consulting Group
Nila L. Tatum
CRD 1206315 · Palm Desert, CA
At a glance
Nila L. Tatum is an investment adviser representative with The Wealth Consulting Group in Palm Desert, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nila’s SEC record dates to 1999, about 27 years ago. Nila is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- The Wealth Consulting GroupSince April 2017Palm Desert, CA · $6.3B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Nila’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.