Where are Wealth Plus, Inc. employees located globally?

Wealth Plus, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Wealth Plus, Inc.'s team size changed over time?

Wealth Plus, Inc.'s team has decreased from approximately 8 to 3 employees based on available data.

Wealth Plus, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

As an independent financial advisory firm, we have helped hundreds of clients achieve financial peace of mind by providing proven strategies from a holistic perspective.

Our firm is one of the few in the nation that uses a holistic approach to financial management.  In addition to providing proven strategies, we also help you build a healthy relationship with money.

Alexandra Cock, JD, CLP, is the founding principal of Wealth Plus and recognized expert in holistic financial management.  During 16 years as a Financial Advisor and 25 years as a Tax Attorney, she has been quoted in publications such as the Marin IJ and voted one of the best financial advisors in Marin County.

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

Wealth Plus, Inc. Global Highlights

North America
8

United States Of America
8

Oceania
1

Australia
1

Wealth Plus, Inc.'s Leadership

J. M.
Owner
Mobile Phone
Email
J. M.
Owner
Mobile Phone
Email
J. M.
Mobile Phone
Email
Y. L.
Mobile Phone
Email

Wealth Plus, Inc. Employee Metrics

100%

50%

2026

2025

Business
Banking
Accounting
Administrative
Analytics
Other
Retail
Arts & Design

Contact profiles from Wealth Plus, Inc.

Name

Title

Contact Info

Location

Last Update

J. M.
Owner
Mobile Phone
Email
United StatesArizona
Aug 02, 2025
J. M.
Owner
Mobile Phone
Email
United StatesArizona
Apr 25, 2025
J. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
Y. L.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Wealth Plus, Inc. known for?

Wealth Plus, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in San Rafael, California 94901 United States; you can contact the main corporate office by phone at

+1-415-924-****

. Explore Wealth Plus, Inc.'s company overview page for more information.

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

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

How many employees does Wealth Plus, Inc. have currently?

Wealth Plus, Inc. has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

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

As of December 2025, Wealth Plus, Inc.'s key employees include:

Owner: J. M.
Owner: J. M.
: J. M.
: Y. L.

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