THE WEALTH COLLABORATIVE, INC.

WESTLAKE VILLAGE, California·1 registered advisor·CRD# 142618
SEC# 801-684560818-577-1180
01

Firm Overview

AUM
$670M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WEALTH COLLABORATIVE, INC.

1 registered advisor
Jeffrey Byron Wheeler
WESTLAKE VILLAGE, California
05

Office Locations

WESTLAKE VILLAGE, California
1 advisor

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Data sourced from SEC Form ADV filings. THE WEALTH COLLABORATIVE, INC. (CRD# 142618) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.