Jeffrey Byron Wheeler
President And Chief Compliance OfficerThe Wealth Collaborative, Inc.CRD 4234729
About Jeffrey Byron Wheeler
Jeffrey Byron Wheeler is listed as President And Chief Compliance Officer at The Wealth Collaborative, Inc. in Corona del Mar, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of The Wealth Collaborative, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Byron Wheeler work?
Jeffrey Byron Wheeler is listed as President And Chief Compliance Officer at The Wealth Collaborative, Inc. on SEC Form ADV.
How much of The Wealth Collaborative, Inc. does Jeffrey Byron Wheeler own?
Form ADV reports a beneficial ownership band of Over 75%.
The Wealth Collaborative, Inc.
| Title | President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |