# Alexandra Markulis

> Alexandra Markulis is a fee-only financial advisor at The Wealth Collaborative in Santa Monica, California. The Wealth Collaborative reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexandra-markulis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Wealth Collaborative
- **Based in:** Santa Monica, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.4M across 64 accounts
- **Works with:** Founders
- **CRD:** 6981141 (https://adviserinfo.sec.gov/individual/summary/6981141)
- **SEC registration:** Investment adviser representative in CA, MO
- **Exams passed:** Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://thewealthcollaborative.co/

## Frequently asked questions

### Is Alexandra Markulis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and The Wealth Collaborative reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexandra charge for financial advice?

Alexandra's firm, The Wealth Collaborative, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alexandra Markulis based?

Alexandra Markulis is based in Santa Monica, California.

### Is Alexandra Markulis registered with the SEC?

Yes. Alexandra Markulis is registered as an investment adviser representative in CA and MO (CRD 6981141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Wealth Collaborative manage?

The Wealth Collaborative reports $1.4M across 64 accounts in assets under management.

### How do I contact Alexandra Markulis?

Through Alexandra's website, thewealthcollaborative.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6981141): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thewealthcollaborative.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.