The Wealth Collaborative, Inc.

The Wealth Collaborative, Inc. (CRD# 142618) is a financial advisory firm headquartered in Westlake Village, CA. They manage $593,264,631 in 499 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $1,188,907
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

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

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.

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

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.

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

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.