WCG Wealth Advisors LLC
Legal Name: WCG WEALTH ADVISORS, LLC
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WCG Wealth Advisors LLC is legally known as WCG WEALTH ADVISORS, LLC. It is a NV Limited Liability Company. This firm has 153 employees, of which 79 are employees in advisory roles. It serves 180 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 1, 2014.

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15233 Ventura Boulevard Suite 220 Sherman Oaks, CA 91403 (818) 788-3222 MENU About Mission StatementTeamUseful LinksAbout LPL FinancialOur ServicesLearning Retirement articlesResources RetirementEstateInvestmentInsuranceTaxMoneyLifestyleGlossaryTax ResourcesAccount ViewContact Once Upon a Goal Do…


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MENU About Dave Ramsey SmartVestor ProTeamMissionProducts & ServicesBlogResource Center RetirementEstateInvestmentInsuranceTaxMoneyLifestyleTools GlossaryTax ResourcesContact Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Learn More A New Way to Loo…
Direct Owners
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JIMMY LEE
CEO owns less than 5%
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JOHN ROVINSKY EWING
CFO, COO owns less than 5%
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SHELLEY JO ECHEVERRIA
CCO owns less than 5%
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THE 1970 LEE TRUST
OWNER owns 75% or more