Alexandra Markulis
The Wealth Collaborative · Santa Monica, California
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.
Request an introduction to Alexandra →
Who they serve
- Founders
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 | $1.4M across 64 accounts |
| SEC registration | Investment adviser representative in CA, MO · CRD 6981141 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | thewealthcollaborative.co |
| Profile |
How Alexandra's firm compares
- The Wealth Collaborative's average account is about $22,000, from its Form ADV (assets managed divided by 64 accounts).
Request an introduction to Alexandra
Tell Alexandra a little about what you're looking for. Alexandra isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexandra
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Wealth Collaborative website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.