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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE WEALTH COLLABORATIVE, INC.

CRD 142618

CORONA DEL MAR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59dc14d7-d89a-0902-3e23-7014b20f9d02

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2011 to Mar 23, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $792MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $792M
Private client RAUM: $789MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $264Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 549
Individual clients: 103
High net worth clients: 153
SEC number: 801-68456
CRD: 142618
Filings on the tape: 29
First filed: Dec 13, 2011
Latest filed: Mar 23, 2026
Organised: Corporation, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY BYRON WHEELER	n/a	CORONA DEL MAR, CA	19	25	2	no
KRISTINE MARIE WALLINGTON	n/a	CORONA DEL MAR, CA	18	19	1	no
JEFFREY SCOTT ROBINSON	n/a	CORONA DEL MAR, CA	17	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WHEELER, JEFFREY, BYRON	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	12/2006	Dec 13, 2011	Jun 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$792M	$792M	3	2	0	n/a	n/a
2024	Mar 18, 2025	$702M	$702M	3	2	0	n/a	n/a
2023	Mar 25, 2024	$670M	$670M	3	2	0	n/a	n/a
2022	Mar 24, 2023	$656M	$645M	2	2	0	n/a	n/a
2021	Feb 8, 2022	$760M	$751M	3	3	0	n/a	n/a
2020	Mar 29, 2021	$671M	$662M	3	3	0	n/a	n/a
2019	Feb 26, 2020	$556M	$549M	3	3	0	n/a	n/a
2018	Mar 22, 2019	$491M	$488M	3	3	0	n/a	n/a
2017	Mar 29, 2018	$511M	$510M	3	3	0	n/a	n/a
2016	Feb 28, 2017	$407M	$406M	3	3	n/a	n/a	n/a
2015	Mar 11, 2016	$372M	$370M	3	3	n/a	n/a	n/a
2014	Jun 16, 2015	$376M	$374M	3	3	n/a	n/a	n/a
2013	Mar 28, 2014	$346M	$344M	3	3	n/a	n/a	n/a
2012	Mar 12, 2013	$304M	$303M	4	3	n/a	n/a	n/a
2011	Feb 23, 2012	$264M	$263M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$792M	$702M	12.8%	$656M	6.5%	3	3	0	0

Relationships

Registered with (5)

← JEFFREY SCOTT ROBINSONAdvisorregistration: current employment
Dec 5, 2008 to presentfactForm ADV
← KRISTINE MARIE WALLINGTONAdvisorregistration: current employment
Apr 23, 2008 to presentfactForm ADV
← JEFFREY BYRON WHEELERAdvisorregistration: current employment
Feb 8, 2007 to presentfactForm ADV
← SEOK JOAdvisorregistration: previous registration
Feb 14, 2007 to May 10, 2011factForm ADV
← MARY ELIZABETH MCCRAWAdvisorregistration: previous registration
Feb 8, 2007 to Dec 5, 2008factForm ADV

Controls (1)

← WHEELER, JEFFREY, BYRONOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 13, 2011 to Jun 25, 2024factForm ADV

Dated events

Occurred
Mar 29, 2018
Regulatory AUM changed
The Wealth Collaborative, Inc. reported RAUM $510.7M, up 26% from $406.8M (2017-06-07 to 2018-03-29)
Form ADVobserved 5 days ago
$104M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59dc14d7-d89a-0902-3e23-7014b20f9d02
First observed: Dec 13, 2011
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE WEALTH COLLABORATIVE, INC.

CRD 142618

CORONA DEL MAR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59dc14d7-d89a-0902-3e23-7014b20f9d02

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY BYRON WHEELER

n/a

CORONA DEL MAR, CA

KRISTINE MARIE WALLINGTON

n/a

CORONA DEL MAR, CA

JEFFREY SCOTT ROBINSON

n/a

CORONA DEL MAR, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHEELER, JEFFREY, BYRON

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

12/2006

Dec 13, 2011

Jun 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$792M

n/a

2024

Mar 18, 2025

$702M

n/a

2023

Mar 25, 2024

$670M

n/a

2022

Mar 24, 2023

$656M

$645M

n/a

2021

Feb 8, 2022

$760M

$751M

n/a

2020

Mar 29, 2021

$671M

$662M

n/a

2019

Feb 26, 2020

$556M

$549M

n/a

2018

Mar 22, 2019

$491M

$488M

n/a

2017

Mar 29, 2018

$511M

$510M

n/a

2016

Feb 28, 2017

$407M

$406M

n/a

2015

Mar 11, 2016

$372M

$370M

n/a

2014

Jun 16, 2015

$376M

$374M

n/a

2013

Mar 28, 2014

$346M

$344M

n/a

2012

Mar 12, 2013

$304M

$303M

n/a

2011

Feb 23, 2012

$264M

$263M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$792M

$702M

12.8%

$656M

6.5%