The Wealth Collaborative Employee Directory

The Wealth Collaborative corporate office is located in 30699 Russell Ranch Rd Ste 185, Westlake Village, California, 91362, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

C-Suite

Sales

Finance

The Wealth Collaborative CEO

Alexandra MarkulisCo-Founder & Co-Chief Executive Officer

Phone

See Profile

Key Employees of The Wealth Collaborative

JW
Jeffrey Wheele...
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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The Wealth Collaborative Global Presence

Location	People at location
North America	1-10

Index of contact profiles from The Wealth Collaborative

Hundreds of professionals searching for The Wealth Collaborative have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JR
Jeffrey Robinson
Email Direct
Chief Investment Officer & Wealth Advisor
United States , California , Westlake Village

JW
Jeffrey Wheeler
Email Direct
President
United States , California , Westlake Village

KW
Kristine Wallington
Email Direct
Senior Private Client Manager
United States , California , Westlake Village

HW
Hannah Wardenburg
Email Direct
Co-Founder
United States , California , Westlake Village

Alexandra Markulis
Email Direct
Co-Founder & Co-Chief Executive Officer
United States , California , Westlake Village

Former Employees at The Wealth Collaborative

Explore people who held key positions, contributed to The Wealth Collaborative's success, and advanced their careers.

CL
Cari Larosa
Spa Specialist at Calamigos Guest Ranch
Worked as Office Manager
at The Wealth Collaborative
Email Direct

Explore More

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Frequently Asked Questions Regarding The Wealth Collaborative Employees

How many employees does The Wealth Collaborative have?

The Wealth Collaborative has 1-10 employees

Who is the CEO of The Wealth Collaborative?

The Wealth Collaborative’s CEO is Alexandra Markulis

Who are The Wealth Collaborative key employees?

Some of The Wealth Collaborative key employees are Jeffrey Wheeler

Where is The Wealth Collaborative located?

The Wealth Collaborative’s headquarters are located at 30699 Russell Ranch Rd Ste 185, Westlake Village, California, 91362, United States

How do I contact The Wealth Collaborative?

The Wealth Collaborative Contact Info: Phone number: (818) 577-1180 Website: www.thewealthcollaborative.com

What does The Wealth Collaborative do?

The Wealth Collaborative is a financial advisory firm based in Westlake Village, Los Angeles, dedicated to helping clients align their financial resources with their personal values and life goals. They offer a comprehensive wealth management program that emphasizes the importance of behavioral finance and the alignment of clients' ideal selves wit... Read More

Is The Wealth Collaborative a public company?

The Wealth Collaborative is private company therefore does not currently have an official ticker symbol

See more information about The Wealth Collaborative Employees