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The Wealth Collaborative, Inc. logo

The Wealth Collaborative, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Wealth Collaborative, Inc. is a financial services firm based in Westlake Village, California. It operates as a small advisory team focused on helping individuals and families align their money management with personal values to support a meaningful, sustainable life. Its work seeks to foster lasting wealth and well-being for clients and their loved ones through the alignment of values, desires, and behavior in financial decisions. Positioned within the financial services industry, the firm adopts a values-based approach to wealth planning.

Find The Wealth Collaborative, Inc. employees' phone numbers or email addresses

The Wealth Collaborative, Inc. Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

The Wealth Collaborative, Inc.'s Leadership

  • Stylized image of a person
    J. R.
    Chief Investment Officer & Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    J. W.
    President
    Mobile Phone
  • Stylized image of a person
    W. K.
    Investment Advisor
    Mobile Phone

The Wealth Collaborative, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from The Wealth Collaborative, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    Chief Investment Officer & Wealth Advisor
    Mobile Phone
    United States
    Apr 13, 2026
  • Stylized image of a person
    J. W.
    President
    Mobile Phone
    UNITED STATES
    Jul 28, 2024
  • Stylized image of a person
    W. K.
    Investment Advisor
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is The Wealth Collaborative, Inc. known for?

Minus sign iconPlus sign iconThe Wealth Collaborative, Inc. was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-818-577-****
. Explore The Wealth Collaborative, Inc.'s company overview page for more information.

What is The Wealth Collaborative, Inc.'s most common email format?

Minus sign iconPlus sign iconThe Wealth Collaborative, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Wealth Collaborative, Inc. email formats with LeadIQ.

How many employees does The Wealth Collaborative, Inc. have currently?

Minus sign iconPlus sign iconThe Wealth Collaborative, Inc. has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Wealth Collaborative, Inc.'s key employees and leadership?

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As of August 2026, The Wealth Collaborative, Inc.'s key employees include:

  • Chief Investment Officer & Wealth Advisor: J. R.
  • President: J. W.
  • Investment Advisor: W. K.

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