Adriane V. Lowe
THE WEALTH CONSULTING GROUP
Westlake Village, CA 91362
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CRD#: 865151
Professional summary
Adriane Vera Lowe, CFP®, ChFC®, CLU®, who also goes by Adriane Aiello, is a registered financial advisor currently at THE WEALTH CONSULTING GROUP located in Westlake Village, California and LPL FINANCIAL LLC located in Westlake Village, California.
Adriane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Adriane has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
Investment Planning
Socially Responsible Investing
Inheritance
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
Adriane Aiello
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 01/13/2017 - Wealth Consulting Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/20/2017 - 160 hr/mth
2) 01/13/2017 - Real Estate Rental - landlord - Westlake Village, CA - non-inv rel - 1 hr/mth.
3) 2/9/2017 - WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/20/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in Febuary 2017. I expect to spend approximately 160 hours a month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4) 2/9/2017 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/20/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in February 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
5) 01/05/2018 - Wealth Consulting Group CA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 01/20/2017 - 1 Hours Per Month/0 Hours During Securities Trading - Life, Disability, Long-term Care, Fixed Annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Adriane Vera Lowe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1984
Experience
Current
January 20, 2017 - Present
THE WEALTH CONSULTING GROUP
Office #1: 30700 Russell Ranch Rd, Suite 140, Westlake Village, CA 91362RIA
CRD#: 173194
Westlake Village, CA
Current
January 20, 2017 - Present
LPL FINANCIAL LLC
Office #1: 30700 Russell Ranch Rd Ste 140, Westlake Village, CA 91362RIA
BD
CRD#: 6413
Westlake Village, CA
Past
May 21, 1999 - January 25, 2017
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WESTLAKE VILLAGE, CA
Past
August 22, 1989 - January 25, 2017
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WESTLAKE VILLAGE, CA
Past
May 1, 1979 - August 29, 1989
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/6/2025)
RR
California(1/20/2017)
IAR
California(1/20/2017)
RR
Idaho(9/10/2024)
RR
Nevada(1/20/2017)
RR
New Hampshire(1/20/2017)
RR
South Carolina(2/1/2025)
IAR
Texas(1/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TW
THE WEALTH CONSULTING GROUP
ABOUND FINANCIAL | YERBA BUENA FINANCIAL PARTNERS | WILBORN ADVISORS | WCG WEALTH ADVISORS, LLC | WCG WEALTH ADVISORS | V WEALTH MANAGEMENT | V WEALTH | UTOR WEALTH | TRULY ALIGNED INC. | TRELOAR & HEISEL WEALTH MANAGEMENT | THE WEALTH CONSULTING GROUP | SUNDANCE INVESTMENTS LLC | STRONGHAVEN LLC | STONEBRIDGE GLOBAL INVESTMENTS | SPECTRUM WEALTH MANAGEMENT, INC. | REINERT WEALTH MANAGEMENT | REDWITZ WEALTH MANAGEMENT | RDM ASSOCIATES | PROSPERITY WEALTH PARTNERS, LLC | PAVLOVIC WEALTH MANAGEMENT | PASCHANG & ASSOCIATES | PALO VERDE WEALTH MANAGEMENT, LLC | NICHOLS WEALTH MANAGEMENT | NAVIGUIDE WEALTH PARTNERS | MTXE CAPITAL | MTXE ANALYTICS | METCALF PARTNERS WEALTH MANAGEMENT | MARKET CYCLE FINANCIAL | LUCAS WEALTH STRATEGIES | KONZA WEALTH ADVISORS | KC WEALTH ADVISOR, LLC | KAWABE & ASSOCIATES | KANSAS CITY RETIREMENT PLANNING, LLC | JHM WEALTH MANAGEMENT, INC. | INSTRUMENTAL ADVISORS | IMPACT WEALTH PARTNERS | HASKELL WEALTH MANAGEMENT | GREAT WESTERN WEALTH MANAGEMENT | GEN 4 WEALTH ADVISORS | FRANZ TATUM WEALTH MANAGEMENT | FINANCIAL YOGI | FIDES WEALTH STRATEGIES GROUP | FAMILY WEALTH MANAGEMENT GROUP | ENCORE WEALTH MANAGEMENT | EMBRACE WEALTH MANAGEMENT | EDMOND WEALTH MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT/DE MANAGEMENT | DISCIPLINED EQUITIES MANAGEMENT | DE MANAGEMENT | DAROLD MARK & ASSOCIATES | CORNERSTONE WEALTH MANAGEMENT,LLC | CORNERSTONE FINANCIAL ADVOCATES | CLARIO FINANCIAL SERVICES | CARTER FINANCIAL | BYDAND FINANCIAL, LLC | BRIGHT ADVISORS, LLC | BRIANNE FINANCIAL | BALZER INVESTMENT MANAGEMENT, LLC | BAIR FINANCIAL PLANNING | APC WEALTH MANAGEMENT, INC. | ANCHOR WEALTH MANAGEMENT GROUP, LLC | ALTENBURG ASSET ADVISORS, LLC
CRD#: 173194 / SEC#: 801-80386
RIA
Registered Investment Advisory firm - (10/1/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8925 West Post Road 2nd Floor, Las Vegas, NV 89148
Mailing Address
Phone number
(702) 263-1919
Established
Firm type
Fiscal year end
# of Employees
204
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,129 |
| AUM (Assets Under Management) | $ 5,446,595,206 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE WEALTH CONSULTING GROUP
CRD#: 173194Westlake Village, CA 91362TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
