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

Wealth Plus, Inc. is an independent financial advisory firm based in San Rafael, California. It takes a holistic approach to financial management, combining proven strategies with an emphasis on helping clients build a healthier relationship with money. The firm reports serving hundreds of clients who seek financial peace of mind through broader, long term guidance.

Leading the practice is Alexandra Cock, JD, CLP, the founding principal and a recognized expert in holistic financial management. Her background includes 16 years as a financial advisor and 25 years as a tax attorney, and she has been quoted in the Marin Independent Journal and regarded as a notable adviser in Marin County. In October 2017, the firm announced the deployment of Citrix ShareFile to enhance security for client information.

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
Apr 25, 2025
J. M.
Owner
Mobile Phone
Email
United StatesArizona
Aug 02, 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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Wealth Plus, Inc. Employee Directory

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