# Wealth Plus

Wealth Plus is a Multi Family Office based in Aberdeen, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Aberdeen, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** https://wealthplusgroup.com.au
- **LinkedIn:** https://www.linkedin.com/company/wealth-plus

## About

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.

## Sectors

- Private Equity
- Real Estate
- Venture Capital

## Offices

- New York, NY, United States

## People

- 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

## 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.

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Last updated: 2026-08-11T15:08:32.892Z

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