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Wealth Plus
Wealth Plus Group is a proudly West Australian-owned business providing comprehensive financial planning and lending advice. It unites two complementary...
Wealth Plus
Wealth Plus Group is a proudly West Australian-owned business providing comprehensive financial planning and lending advice. It unites two complementary services under one brand—Wealth Plus Solutions and Wealth Plus Lending. Established in 1994, the firm has for over 30 years helped Australians build stronger financial futures with tailored strategies and ongoing support.
General information
Firm type
Multi Family Office
Year founded
1994
Location
Region
North America
Country
United States
City
Aberdeen
Corporate office
Santa Barbara, CA, United States
Additional offices
New York, NY, United States
Principals
Jason Atkins
Managing Director, Responsible Manager
Nathan Stuart
Director, Senior Financial Adviser
Mike Arnold
Responsible Manager
Darren Potter
Senior Financial Adviser
Simon Jaksic
Investment Manager
Stuart Griffiths
Senior Financial Adviser – Albany
Maria Tassone
Lending & Compliance Manager
Jackson McLachlan
Financial Adviser
Jason Mani
Client Service Manager
Katie Michael
Office Manager – Albany
Vicki McClements
Client Service Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Wealth Plus?
Wealth Plus does not publicly name its investment committee members or leadership team. The firm's decision-making structure is not disclosed in public records or official communications.
Is Wealth Plus structured as a single family office or does it operate like a venture firm?
Wealth Plus is structured as a multi-family office serving multiple families, not as a single-family office or venture capital firm. It makes direct co-investments and fund commitments across private equity, real estate, and venture capital, functioning as an allocator rather than a fund manager.
Does Wealth Plus participate in fund commitments or only direct deals?
Wealth Plus participates in both fund commitments and direct co-investments. Its stated approach spans traditional private equity fund allocations alongside targeted direct investments in growth-stage companies and real estate, according to the firm's public posture.
Where does the underlying wealth for Wealth Plus come from?
The wealth origin of the families served by Wealth Plus has not been publicly disclosed. The firm does not attribute its capital to any specific industry, family, or fortune in public records or official communications.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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