Joshua Lewis
Joshua Lewis is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2019Employment Separation After Allegations
March 2019Customer Dispute
February 2019Other Business Activities
Joshua is the owner of a family farm, admin for a hair salon, board member for Johnson County Community College Foundation, silent investor in an oil/gas business, board member for a flour mill, and part of the Kansas Association of Community Foundations Advocacy Subcommittee. He also works full-time as an Investment Advisor Representative (IAR) for WCG Wealth Advisors, LLC.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
V Wealth Advisors LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.