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- Custodian
- Charles Schwab & Company · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2024
- Office Locations
- 2
Office Locations
About THE Wealth Collaborative
The Wealth Collaborative is a boutique RIA serving female founders and small business owners with personalized financial planning and investment management, aligning business income with personal goals and milestones like business exits. Led by Hannah Wardenburg, CFP®, and Ali Markulis, AAMS®, CAP®, the team coordinates with clients’ CPAs and attorneys and offers a RightCapital client portal plus “The New Money” podcast/newsletter.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Hannah Elizabeth Wardenburg
Chief Compliance Officer
- CRD
- #6941375
- Ownership
- 50% but less than 75%
Alexandra John Markulis
Co-founder, WEALTH STRATEGIST
- CRD
- #6981141
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,399,060 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,399,060 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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