The Wealth Collaborative, Inc.
The Wealth Collaborative, Inc. (CRD# 142618) is a financial advisory firm headquartered in Westlake Village, CA. They manage $669,933,514 in 499 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management670MILLION
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Total Number of Accounts499ACCOUNTS
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Average Account Value$1,342,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
Jeffrey Robinson (CRD# 5625065) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 15 years of experience in the finance industry.
Kristine Wallington (CRD# 2933035) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.
Jeffrey Wheeler (CRD# 4234729) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 23 years of experience in the finance industry.