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    Wealth Plus, Inc.

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    Description

    • 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.
    • location

      Headquarters:2171 Francisco Blvd E Ste D , San Rafael, California, United States

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    • Wealth Plus, Inc. phone

      Phone Number: +1 415-457-8936

    • Wealth Plus, Inc. website

      Website: https://www.wealthplusinc.com

    • Wealth Plus, Inc. employees

      Employees:5

    • Wealth Plus, Inc. revenue

      Revenue:$0 - 1M

    • Wealth Plus, Inc. legal name

      Legal Name:Wealth Plus, Inc.

    • Wealth Plus, Inc.'s Social Media

      Wealth Plus, Inc. linkedin Wealth Plus, Inc. facebook Wealth Plus, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner for Wealth Plus, Inc.

    Jeff Mitchell

    Owner

    Person level website visitor identification

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    View Employees

    Jeff Mitchell

    Owner

    Johnny Lang

    Senior Vice President

    Leslie Wang

    Managing Director

    Herman Abeykoon

    Managing Director

    Frequently Asked Questions regarding Wealth Plus, Inc.

    • Where are Wealth Plus, Inc.'s Headquarters?

      Wealth Plus, Inc.'s Headquarters are in 2171 Francisco Blvd E Ste D ,San Rafael,California,United States

    • What is Wealth Plus, Inc.'s phone number?

      Wealth Plus, Inc.'s phone number is +1 415-457-8936

    • What is Wealth Plus, Inc.'s official website?

      Wealth Plus, Inc.'s official website is https://www.wealthplusinc.com

    • What is Wealth Plus, Inc.'s Revenue?

      Wealth Plus, Inc.'s revenue is $0 - 1M

    • What is Wealth Plus, Inc.'s NAICS code?

      Wealth Plus, Inc.'s NAICS code is 523930

    • How many employees are working in Wealth Plus, Inc.

      Wealth Plus, Inc. has 5 employees

    • What is Wealth Plus, Inc.'s Industry?

      Wealth Plus, Inc. is in the industry of Financial Services

    • Who is Wealth Plus, Inc.'s Owner?

      Wealth Plus, Inc.'s Owner is Jeff Mitchell

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