The Wealth Collaborative, Inc.

The Wealth Collaborative, Inc. (CRD# 142618) is a financial advisory firm headquartered in Westlake Village, CA. They manage $372,321,986 in 331 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,124,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Wealth Collaborative, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey S. Robinson
CRD#: 5625065
30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362
93
Wealthminder
score

Jeffrey Robinson (CRD# 5625065) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 8 years of experience in the finance industry.

2
Kristine M. Wallington
CRD#: 2933035
30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362
93
Wealthminder
score

Kristine Wallington (CRD# 2933035) is an Investment Advisor Representative working at The Wealth Collaborative, Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.

3
Jeffrey B. Wheeler
CRD#: 4234729
30699 Russell Ranch Road, Suite 185, Westlake Village, CA 91362
93
Wealthminder
score

Jeffrey Wheeler (CRD# 4234729) 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.

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