THE WEALTH COLLABORATIVE, INC. of CORONA DEL MAR, CA is an SEC-registered investment adviser (CRD 142618). Regulatory assets under management: $791.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffrey Byron Wheeler | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| WHEELER JEFFREY BYRON | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MCCRAW MARY ELIZABETH | WEALTH PLANNING ANALYST | — |
| JO SEOK HYON | VICE PRESIDENT OF CLIENT SERVICES | — |
| WHEELER JEFF | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CLARK ROTHHAMMER JONI | DIRECTOR OF INVESTMENTS | — |