Domestic entity
EntityGWM HOLDCO, LLCStatusMEMBERReported since06/2007Ownership75% or moreControl personYes
Asset Consulting Group, LLC
Alpha Nasdaq OCIO Indices - ContributorCLAYTON, MO
Form ADV and provider website profile · CRD 107574 · regulatory data as of Mar 30, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Asset Consulting Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
25Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$861MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$235MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2014
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2014
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2008
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Donald John Mueth | Managing Director & Chief Financial Officer | 01/2004 | Individual | Yes | Less than 5% |
| Daniel Christopher Tarlas | Senior Managing Director | 03/2014 | Individual | Yes | Less than 5% |
| George Anthony Tarlas | Senior Managing Director | 03/2014 | Individual | Yes | Less than 5% |
| Jason Constantine Pulos | Managing Director & Chief Compliance Officer | 01/2010 | Individual | Yes | Less than 5% |
| Llc Gwm Holdco | Member | 12/2008 | Domestic entity | Yes | 75% or more |
Indirect Ownership
Source: Form ADVDomestic entity
EntityGUGGENHEIM PARTNERS, LLCStatusMEMBERReported since09/2005Ownership75% or moreControl personYes
Domestic entity
EntityGUGGENHEIM MANAGER, INC.StatusSHAREHOLDERReported since11/2000Ownership75% or moreControl personYes
Domestic entity
EntityGWM HOLDCO, LLCStatusMANAGING MEMBERReported since01/2011OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVDJ
Donald John Mueth
Managing Director & Chief Financial Officer
DC
Daniel Christopher Tarlas
Senior Managing Director
GA
George Anthony Tarlas
Senior Managing Director
JC
Jason Constantine Pulos
Managing Director & Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives5
Indirect ownership records4
Regulatory statusSEC registered investment adviser
SEC registration dateJun 20, 1991
CRD number107574