Kristine Marie Wallington
Investment adviser representative at The Wealth Collaborative, Inc.
19 yearsExperience
1 stateRegistered in
$791.6MFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- The Wealth Collaborative, Inc.Oct 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Wealth Collaborative, Inc.
$791.6MAssets managed
256Clients
3Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2933035
- Firm CRD
- 142618