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Jeffrey Byron Wheeler

President And Chief Compliance OfficerThe Wealth Collaborative, Inc.CRD 4234729

About Jeffrey Byron Wheeler

Jeffrey Byron Wheeler is listed as President And Chief Compliance Officer at The Wealth Collaborative, Inc. in Corona del Mar, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of The Wealth Collaborative, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Byron Wheeler work?

Jeffrey Byron Wheeler is listed as President And Chief Compliance Officer at The Wealth Collaborative, Inc. on SEC Form ADV.

How much of The Wealth Collaborative, Inc. does Jeffrey Byron Wheeler own?

Form ADV reports a beneficial ownership band of Over 75%.

The Wealth Collaborative, Inc.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2006
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