THE WEALTH COLLABORATIVE, INC.
CRD #142618 SEC #801-68456 CORONA DEL MAR, CA 818-577-1180
SEC Registered
Total AUM
$702M
Discretionary
$702M
Employees
3
Clients
51
Accounts
520
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK ROTHHAMMER, JONI | I | DIRECTOR OF INVESTMENTS | NA | Control |
| CLARK ROTHHAMMER, JONI | I | DIRECTOR OF INVESTMENTS | NA | Control |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | Control |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | Control |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| JO, SEOK, HYON | I | VICE PRESIDENT OF CLIENT SERVICES | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | Control |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | Control |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| MCCRAW, MARY, ELIZABETH | I | WEALTH PLANNING ANALYST | NA | |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFF | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WHEELER, JEFFREY, BYRON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (18)
AZ CA CO CT DE HI LA MD NC NJ NM NV NY OR PA TN TX UT
Address
306 JASMINE AVENUECORONA DEL MAR, CA 92625
United States
Phone: 818-577-1180