Wealth Plus

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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Wealth Plus
Showing 1 - 1 of 1 top financial advisors.
Alexandra Cock
CRD#: 2861812
2173 Francisco Blvd. E, Suite I, San Rafael, CA 94901

Alexandra Cock (CRD# 2861812) is an Investment Advisor Representative working at Wealth Plus in San Rafael, CA and has over 19 years of experience in the finance industry.

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