Wealth Plus (CRD# 127568) is a financial advisory firm headquartered in San Rafael, CA. They manage $18,865,766 in 158 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts158ACCOUNTS
Average Account Value$119,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Alexandra Cock (CRD# 2861812) is an Investment Advisor Representative working at Wealth Plus in San Rafael, CA and has over 20 years of experience in the finance industry.