Consolidated Wealth Management

Public-record details

Address

222 North Meramec Avenue, Clayton, MO 63105

Phone

(314) 727-1177

Listed under

Financial planning, Flat / fixed fees

Legal name

Asset Planners, INC.

CRD number

141330

Registration

State registered: IL, MO

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$77.5 million

Accounts managed

35

Clients reported (Form ADV 5.D)

35

Individual / high-net-worth clients

0 / 35

Employees

2

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-05-14

State registered (IL, MO) investment adviser, CRD 141330, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 141330 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.