Wealth Plus

Wealth Plus (CRD# 127568) is a financial advisory firm headquartered in San Rafael, CA. They manage $23,434,630 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $143,771
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
  • Pension consulting services
  • Publication of periodicals or newsletters
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 Wealth Plus
Showing 1 - 1 of 1 top financial advisors.
1
Alexandra Cock
CRD#: 2861812
2171 Francisco Blvd. E., Suite D, San Rafael, CA 94901
93
Wealthminder
score

Alexandra Cock (CRD# 2861812) is an Investment Advisor Representative working at Wealth Plus in San Rafael, CA and has over 21 years of experience in the finance industry.

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