Unclaimed Profile

Jeffrey Byron Wheeler

THE WEALTH COLLABORATIVE, INC.·WESTLAKE VILLAGE, California

Series 65Clean record24 years registeredTHE WEALTH COLLABORATIVE, INC.

30699 RUSSELL RANCH ROAD, WESTLAKE VILLAGE, CA 91362CRD# 4234729Firm CRD# 142618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Byron Wheeler · WESTLAKE VILLAGE, CA

Registration

CRD #4234729 · THE WEALTH COLLABORATIVE, INC. · 24 years registered

Brand Profile

Not yet started

Career History

THE WEALTH COLLABORATIVE, INC.

Feb 2007 – present

LWI FINANCIAL INC.

Sep 2004 – Oct 2007

LOS ANGELES, CA

LORING WARD CAPITAL MANAGEMENT INC.

Oct 2001 – Sep 2004

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 1, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE WEALTH COLLABORATIVE, INC.

CRD 142618 · SEC 801-68456

AUM

$670M

Regulatory assets under management

Employees

499 client accounts

Services offered by THE WEALTH COLLABORATIVE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE WEALTH COLLABORATIVE, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Byron Wheeler offer?

Jeffrey Byron Wheeler specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Jeffrey Byron Wheeler's credentials?

Jeffrey Byron Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Byron Wheeler located?

Jeffrey Byron Wheeler is based in WESTLAKE VILLAGE, California, working with THE WEALTH COLLABORATIVE, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Jeffrey Byron Wheeler charge for services?

Jeffrey Byron Wheeler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE WEALTH COLLABORATIVE, INC.?

THE WEALTH COLLABORATIVE, INC. has approximately 3 employees and manages $670M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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