CRD: 142618
THE Wealth Collaborative, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2007
- Office Locations
- 1
Office Locations
About THE Wealth Collaborative, Inc.
The Wealth Collaborative is a California-based RIA providing values-based wealth management and financial coaching for individuals and families, blending goal-driven planning, behavioral accountability, and evidence-based investing. Its repeatable “alignment” process uses probabilistic forecasting to stress-test plans and pairs clients with one of 10 Markowitz-inspired, globally diversified model portfolios built with Loring Ward. Primary custodian: Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY BYRON WHEELER
Chief Compliance Officer, President, Registered Representative
- CRD
- #4234729
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFREY SCOTT ROBINSON
Owner
- CRD
- #5625065
KRISTINE MARIE WALLINGTON
Wealth Advisor
- CRD
- #2933035
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $791,560,364 | $1,441,822 |
| Non-Discretionary | $0 | -- |
| Total | $791,560,364 | $1,441,822 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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