The Wealth Collaborative, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Wealth Collaborative, Inc. serves high-net-worth individuals and business entities, with an explicit concentration on clients engaged in the entertainment industry, providing discretionary investment management through its Private Client Program as well as a la carte wealth planning and consulting engagements. It also acts as a fiduciary for retirement plans in 3(21)/3(38) roles and coordinates implementation with other professionals when appropriate.
TWC implements a three-level Private Client Program that begins with an investment policy statement and typically allocates client equity exposure to mutual funds and ETFs, often using Dimensional Fund Advisors’ strategies, while appointing Independent Managers for certain individual-security mandates. Services are delivered primarily on a percentage-of-assets basis with discretionary trading authority, regular account reviews, and optional cash‑flow or integrated wealth‑planning work at higher service levels.
The firm reports approximately $791,560,000 in discretionary assets under management, a substantial asset base relative to its small advisory team that produces a high AUM-per-advisor profile uncommon among peers. TWC discloses three promoter referral relationships that are paid a percentage of advisory fees and also describes relying on independent third‑party performance reports when selecting managers—practices that set it apart from many firms in its peer group.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for wealth planning and consulting services, generally $1,500 to $50,000, negotiable.
Negotiable between 0.50% and 1.75% annually, depending on account complexity, asset size, and services rendered
Account minimum: $500,000 Fee-only: Fixed fees for wealth planning and consulting services generally range from $1,500 to $50,000, negotiable.
Main office
306 Jasmine Avenue
Corona Del Mar CA 92625
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Monarch Wealth Advisory Group, Inc · The Wealth Collaborative · The Wealth Collaborative, Inc. · Twc, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristine W
Series 65
Corona Del Mar, CA
The Wealth Collaborative, Inc.
Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.
Jeffrey W
Series 65
Corona Del Mar, CA
The Wealth Collaborative, Inc.
Jeffrey Wheeler is a financial advisor with The Wealth Collaborative, Inc. in Corona Del Mar, CA. He holds a Series 65 designation and has 24 years of industry experience, including 19 years at his current firm. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, providing discretionary investment management and wealth planning services. The firm manages approximately $702 million in discretionary assets and offers a three-level Private Client Program that emphasizes investment policy development and portfolio implementation using no-load mutual funds and ETFs.
Jeffrey R
Series 65
Corona Del Mar, CA
The Wealth Collaborative, Inc.
Jeffrey Robinson is a financial advisor at The Wealth Collaborative, Inc. in Corona Del Mar, CA, holding a Series 65 designation with 17 years of industry experience. He has been with The Wealth Collaborative since 2008. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly clients in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and portfolio implementation primarily using no-load mutual funds and ETFs, with a notable focus on Dimensional funds for equity exposure.
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