Wcg Wealth Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 173194
· SEC file 801-80386
· Las Vegas, NV
· www.linkedin.com
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $6.3B
- Discretionary
- $6.3B
- Clients
- 12,940
- Avg AUM / client
- $485K
- Accounts
- 21,593
- Employees
- 131
AUM over time
$0
$6.3B
Sep 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,432 | $1.5B | 24.5% |
| High net worth individuals | 4,214 | $4.4B | 69.6% |
| Pension and profit sharing plans | 158 | $107M | 1.71% |
| Charitable organizations | 47 | $61.7M | 0.98% |
| Corporations and other businesses | 89 | $203M | 3.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Calcon Family Of Companies 401(k) Plan Calcon Mutual Mortgage Llc, Dba Onetrust Home Loans | 2024 | |
| Webco Group Holdings, Inc. Esop/401(k) Plan Webco Group Holdings, Inc. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (133)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jimmy Lee | Ceo | Oct 2014 (12y) | ≈ 56.25% – 100% via The 1970 Lee Trust | |
| James Arthur Worden | Chief Investment Officer | CFA | Jun 2021 (5y) | Less than 5% |
| Odendahl, Steven, Philip | Chief Operating Officer | Apr 2023 (3y) | Less than 5% | |
| Richard, Rosemary, Anne | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Tony Lee Brewer | Registered representative | CFP | Oct 2014 (12y) | |
| Marc Arlyn Gallo | Registered representative | Nov 2014 (12y) | ||
| Christopher Todd Rand | Registered representative | CFP | Nov 2014 (12y) | |
| Darren Blaine Todd | Registered representative | CFP | Nov 2014 (12y) | |
| Barclay Kendall Callender | Registered representative | Nov 2014 (12y) | ||
| Cheryl Ann Constantino | Registered representative | CFP | Nov 2014 (12y) | |
| Jason William Gamett | Registered representative | Nov 2014 (12y) | ||
| James Dale Brown | Registered representative | Nov 2014 (12y) | ||
| Jana Linn Ham | Registered representative | Nov 2014 (12y) | ||
| Mark Andrew Senseman | Registered representative | Nov 2014 (12y) | ||
| Paul Sun Wook Lim | Registered representative | CFP | Nov 2014 (12y) | |
| Victor Aurelio Orozco | Registered representative | CFP | Nov 2014 (12y) | |
| Marci Sue Bair | Registered representative | CFP | Nov 2014 (12y) | |
| Michael Joseph Woitkoski | Registered representative | Nov 2014 (12y) | ||
| Joe Francis Redmond | Registered representative | Dec 2014 (12y) | ||
| Gerald Melvin Goz | Registered representative | Dec 2014 (12y) | ||
| Maria Spirtos Kiner | Registered representative | CFP | Nov 2015 (11y) | |
| Hyongsuk Choe Pau | Registered representative | Jan 2016 (11y) | ||
| Darold Wing Mark | Registered representative | Apr 2016 (10y) | ||
| Adriane Vera Lowe | Registered representative | CFP Chartered Financial Consultant | Jan 2017 (10y) | |
| Anthony Joseph Turcotte | Registered representative | Jan 2017 (10y) | ||
| Roy C Moon | Registered representative | Jan 2017 (10y) | ||
| Alissa Louise Todd | Registered representative | Feb 2017 (9y) | ||
| Gloria R. Franz | Registered representative | CFP | Apr 2017 (9y) | |
| Nila Lynn Tatum | Registered representative | Chartered Financial Consultant | Apr 2017 (9y) | |
| Clinton Edward Akerberg | Registered representative | May 2017 (9y) | ||
| Kim Ngoc Huber | Registered representative | Jun 2017 (9y) | ||
| James Scott Cave | Registered representative | Aug 2017 (9y) | ||
| John Joseph Link | Registered representative | Oct 2017 (9y) | ||
| Dane Michael Brockman | Registered representative | CFP | Nov 2017 (9y) | |
| Diane M Reed | Registered representative | Nov 2017 (9y) | ||
| Michele Ka Pemberton | Registered representative | Nov 2017 (9y) | ||
| Brian Patrick Foley | Registered representative | Dec 2017 (9y) | ||
| Jennifer Ellen Riva Kirk | Registered representative | Dec 2017 (9y) | ||
| Kimberly Jo Safoyan | Registered representative | Jul 2018 (8y) | ||
| Neal Brian Wilson | Registered representative | Jul 2018 (8y) | ||
| Jeffrey Scott Haskell | Registered representative | Jul 2018 (8y) | ||
| Robert D Melino | Registered representative | CFP | Jul 2018 (8y) | |
| Carol Ann Donahue | Registered representative | Chartered Financial Consultant | Jul 2018 (8y) | |
| Brianne Elizabeth Soscia | Registered representative | CFP | Nov 2018 (8y) | |
| Christine Marie Soscia | Registered representative | Dec 2018 (8y) | ||
| Mark Kenneth Starr | Registered representative | May 2019 (7y) | ||
| Amir Hossein Lozani | Registered representative | Jan 2020 (7y) | ||
| Charles Robert Schwarz | Registered representative | Sep 2020 (6y) | ||
| Lisa Beth Mitrovich | Registered representative | Nov 2020 (6y) | ||
| Andrew Arthur Zittell | Registered representative | Chartered Financial Consultant | Feb 2021 (5y) | |
| Morgan Ryan Davis | Registered representative | Mar 2021 (5y) | ||
| Joel Robert Drake | Registered representative | Mar 2021 (5y) | ||
| Jeremy P Anderson | Registered representative | May 2021 (5y) | ||
| Darlene Lynn Shipe | Registered representative | Jul 2021 (5y) | ||
| Lynn Joseph Bilodeau | Registered representative | Jul 2021 (5y) | ||
| Kimberly R Taylor | Registered representative | Aug 2021 (5y) | ||
| Renee M.H. Lee | Registered representative | Jan 2022 (5y) | ||
| Fred William Schellpeper | Registered representative | Apr 2022 (4y) | ||
| Lindsay June Schellpeper | Registered representative | Apr 2022 (4y) | ||
| Jeff David Weber | Registered representative | CFP | Jul 2022 (4y) | |
| Michelle Denise Cooley | Registered representative | Nov 2022 (4y) | ||
| Gal Sherman | Registered representative | CFP | May 2023 (3y) | |
| Craig Michael Mcbarnes | Registered representative | May 2023 (3y) | ||
| Erin Eileen Clifford | Registered representative | May 2023 (3y) | ||
| Maximilian John Clifford | Registered representative | May 2023 (3y) | ||
| Aaron Steven Herwig | Registered representative | Jul 2023 (3y) | ||
| Brett Alan Lange | Registered representative | Jul 2023 (3y) | ||
| Daniel Douglas Cherra | Registered representative | CFP Chartered Financial Consultant | Jul 2023 (3y) | |
| David I Brozenic | Registered representative | Jul 2023 (3y) | ||
| David Peter Rainey | Registered representative | Jul 2023 (3y) | ||
| Eric D Wymore | Registered representative | Jul 2023 (3y) | ||
| Ethan Wade Hutcheson | Registered representative | Jul 2023 (3y) | ||
| Gregory Thomas Bond | Registered representative | Jul 2023 (3y) | ||
| Jebtha C. Graham | Registered representative | Jul 2023 (3y) | ||
| Joshua Lee Jones | Registered representative | CFP | Jul 2023 (3y) | |
| Jeffrey Douglas Wilkinson | Registered representative | CFP | Jul 2023 (3y) | |
| Mark Alan Reinert | Registered representative | CFP | Jul 2023 (3y) | |
| Parker Olmsted | Registered representative | CFP | Jul 2023 (3y) | |
| Richard Henry Meyer | Registered representative | Jul 2023 (3y) | ||
| Ryan Andrew Wilkerson | Registered representative | CFP | Jul 2023 (3y) | |
| Ryan Harrison Reynolds | Registered representative | CFP | Jul 2023 (3y) | |
| Scott Patrick Connors | Registered representative | Jul 2023 (3y) | ||
| Stephanie Marie Gantt | Registered representative | Jul 2023 (3y) | ||
| Stephen Donald Todd | Registered representative | Jul 2023 (3y) | ||
| Thomas Edward Blumer | Registered representative | Jul 2023 (3y) | ||
| Tye Ryan Martin | Registered representative | Jul 2023 (3y) | ||
| Timothy Shawn Carlin | Registered representative | CFP | Jul 2023 (3y) | |
| John David Jespersen | Registered representative | Jul 2023 (3y) | ||
| Joshua Kent Lewis | Registered representative | Jul 2023 (3y) | ||
| Robert Brook Menees | Registered representative | Jul 2023 (3y) | ||
| Dudley J Balzer | Registered representative | Jul 2023 (3y) | ||
| Johnathan Robert Hines | Registered representative | Jul 2023 (3y) | ||
| Ryan Mueller | Registered representative | CFP | Jul 2023 (3y) | |
| Jordan Chase Herwig | Registered representative | Sep 2023 (3y) | ||
| Julia Claire Mccormick | Registered representative | CFP | Dec 2023 (3y) | |
| Barrett H Banister | Registered representative | CFP | Feb 2024 (2y) | |
| Thomas Roy Sauriol | Registered representative | CFP | Apr 2024 (2y) | |
| Calvin Edrix Lee | Registered representative | Apr 2024 (2y) | ||
| David Andrew Vos | Registered representative | May 2024 (2y) | ||
| James Bryant Hawryluk | Registered representative | Jun 2024 (2y) | ||
| Kimberly Arumei Meade | Registered representative | CFP | Jul 2024 (2y) | |
| Rommel Palomera Salas | Registered representative | CFP | Jul 2024 (2y) | |
| Gretchen L Saurage | Registered representative | CFP | Aug 2024 (2y) | |
| Taylor Mark | Registered representative | Oct 2024 (2y) | ||
| Caitlin Allard | Registered representative | CFP | Dec 2024 (2y) | |
| Erika Danielle Ferris | Registered representative | CFP | Jan 2025 (2y) | |
| Narendra N Tarikere | Registered representative | Mar 2025 (1y) | ||
| Duncan Kraft | Registered representative | Mar 2025 (1y) | ||
| Zoe Elizabeth Pins | Registered representative | Mar 2025 (1y) | ||
| Brianne Smith Hart | Registered representative | Personal Financial Specialist | Jun 2025 (1y) | |
| Matthew Ryan Nichols | Registered representative | CFP | Jul 2025 (1y) | |
| Edward Walker Stone | Registered representative | CFP | Jul 2025 (1y) | |
| Eric Michael Altenburg | Registered representative | Chartered Financial Consultant | Jul 2025 (1y) | |
| Pamela Marie Stanley | Registered representative | Jul 2025 (1y) | ||
| Mark Edward Ishibashi | Registered representative | Aug 2025 (1y) | ||
| Nicolas Paul Tabellion | Registered representative | Aug 2025 (1y) | ||
| Meredith Anne Mussmann | Registered representative | Aug 2025 (1y) | ||
| Sybil Lee Poage | Registered representative | Sep 2025 (1y) | ||
| Jennifer Han Malek | Registered representative | Nov 2025 (1y) | ||
| Juan Leon Munoz | Registered representative | CFP | Jan 2026 (1y) | |
| Markus William Gamett | Registered representative | Feb 2026 (0y) | ||
| Christopher Edward Korinek | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Kari J Smith | Registered representative | Feb 2026 (0y) | ||
| Ana Pasion | Registered representative | Mar 2026 (0y) | ||
| Lan Ngoc Tran | Registered representative | Mar 2026 (0y) | ||
| Chad G Bruechert | Registered representative | Mar 2026 (0y) | ||
| John Paul Guimaraes | Registered representative | Apr 2026 (0y) | ||
| Darrin Michael Conrad | Registered representative | May 2026 (0y) | ||
| Christopher Michael Johnson | Registered representative | CFP | Jun 2026 (0y) | |
| Stuart Bradley Arakelian | Registered representative | Jun 2026 (0y) | ||
| Bruce Webber Wilson | Registered representative | Jul 2026 (0y) | ||
| Nikolaus Santore Kazarian | Registered representative | Jul 2026 (0y) | ||
| Eddie Edward Khachikian | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The 1970 Lee Trust | Owner | Oct 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jimmy Lee: 75% – 100% of The 1970 Lee Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Calcon Family Of Companies 401(k) Plan | Calcon Mutual Mortgage Llc, Dba Onetrust Home Loans | 334 | $16.8M | 01/01/2024 |
| Webco Group Holdings, Inc. Esop/401(k) Plan | Webco Group Holdings, Inc. | 200 | $46.4M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $5.6B (89% of AUM) Jul 2026
- TD Ameritrade $180M (6% of AUM) Oct 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗