Data / Investment advisers / Missouri / 4-C Personal Wealth Management Consultants, LLC
4-C Personal Wealth Management Consultants, LLC, Creve Coeur, MO: $109 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
4-C Personal Wealth Management Consultants, LLC is an SEC registered investment adviser with its main office in Creve Coeur, Missouri and reports $109 million in regulatory assets under management in its Form ADV filed October 19, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch 4-C Personal Wealth Management Consultants, LLC (CRD number 150201): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 150201
- SEC file number
- 801-137433
- SEC status
- Approved, effective October 7, 2026
- Main office
- 677 Craig Road Suite 211, Creve Coeur, MO 63141
- Phone
- (314) 626-0677
- Website
- 4-cwealth.com
- Regulatory AUM
- $109,000,000 in the Form ADV filed October 19, 2026
- Discretionary AUM
- $109,000,000
- Accounts
- 365
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $96 million |
| Individuals (other than high net worth individuals) | 18 | $13 million |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fortify Wealth, Inc. | St. Louis | $115 million | Not listed | adviserinfo.sec.gov |
| Ryan Poage & Co. | Kansas City | $114.2 million | Not listed | adviserinfo.sec.gov |
| Sparrow Capital Management Inc | St. Louis | $113.3 million | 1 | adviserinfo.sec.gov |
| Breiter Wealth Management, LLC | St. Louis | $113 million | Not listed | adviserinfo.sec.gov |
| Compass Wealth | St. Louis | $111.9 million | Not listed | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | Not listed | adviserinfo.sec.gov |
| Truman Wealth Advisors | Columbia | $106 million | Not listed | adviserinfo.sec.gov |
| Build Asset Management | Jefferson City | $64.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- 4-C Personal Wealth Management Consultants, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.