The Wealth Collaborative, Inc.
● SEC registered since 2007CRD 142618SEC# 801-68456Corona del Mar, CA
Reg. AUM
$791.6M
Employees
3
Accounts
549
Location
Corona del Mar, CA
The Wealth Collaborative, Inc. assets under management
The Wealth Collaborative, Inc. operates as an SEC-registered investment adviser based in Corona del Mar, CA. The firm has been registered since 2007. It reports $791.6 million in regulatory assets under management and employs 3 people.
The Wealth Collaborative, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Byron Wheeler Control | President And Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does The Wealth Collaborative, Inc. manage?
The Wealth Collaborative, Inc. reports $791.6 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Collaborative, Inc. have?
The Wealth Collaborative, Inc. reports 3 employees.
Where is The Wealth Collaborative, Inc. located?
The Wealth Collaborative, Inc. is based in Corona del Mar, CA and has been SEC-registered since 2007.
Does The Wealth Collaborative, Inc. disclose fund performance?
The Wealth Collaborative, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 306 Jasmine Avenue, Corona del Mar, CA 92625 |
| Phone | 818-577-1180 |
| Fax | 818-577-1165 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$791.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$791.6Mregulatory AUM
Discretionary $791.6M