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.
View Top Employees from Wealth Plus, Inc.| Website | http://www.wealthplusinc.com |
| Revenue | $3 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 1995 |
| Address | 2173 Francisco Blvd E, Ste I, San Rafael, California 94901, US |
| Phone | (415) 457-8936 |
| Fax | (415) 457-8937 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| Competitors | Infinium Investment Advisors, LLC, Janiczek Wealth Management, Paragon Wealth Management, Rodgers & Associates, SC Financial Services, Inc. |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Wealth Plus, Inc. Questions
The Wealth Plus, Inc. annual revenue was $3 million in 2024.
5 people are employed at Wealth Plus, Inc..
Wealth Plus, Inc. is based in San Rafael, California.
The NAICS codes for Wealth Plus, Inc. are [523, 52, 5239, 52393].
The SIC codes for Wealth Plus, Inc. are [628, 62].
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