Modern Wealth Collective®
Financial Services
7220 Trade St
4 employees
ABOVE
- Employees
- 4
- Contacts
- 1
- Emails
- 1
Modern Wealth Collective® Overview
- Headquarters
- 7220 Trade St
- Website
- www.modernwealthcollective.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2018
- Stock Symbol
- ABOVE
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Modern Wealth Collective®
Who We Are Our mission is to build and protect wealth for women+ of color through meaningful, curated wholistic financial plans aimed to help them thrive and feel confident with their money while staying authentic and aligned to their most important financial goals. Our Story Founded by Mahalene Dulay in 2018, MWC was created out of the urgent need for representation and advocacy in the financial space. When the money table wasn’t built for us, we built our own—and invited others to join. What We Do We offer curated, wholistic wealth strategies to high-achieving professionals and entrepreneurs—designed to elevate their wealth, confidence, purpose, and generational impact. Let’s Work Together Ready to align your money with your mission? Book your Discovery Call: https://www.modernwealthcollective.com/schedule-a-meeting Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Modern Wealth Collective is not affiliated with Kestra IS or Kestra AS. Investor Disclosures - https://www.kestrafinancial.com/disclosures. Kestra IS, Kestra AS, and Modern Wealth Collective do not approve, endorse, nor are affiliated with these sites or any of the material contained therein. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
Modern Wealth Collective® Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Modern Wealth Collective® Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tiffany Reyes | Owner of Mermaid Kove Llc - Custom Products - Digital Designs - Creative and Marketing Strategist |
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| Jessica Brandrup | Principal and Lead Designer at Modern Design Collective |
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| Mahalene Dulay | Wealth Advisor for Women+ of Color - Helping High-achieving Women of Color Professionals and Small Business Owners Build and Protect Their Wealth | San Diego, California, United States |
Email
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Employees by Management Level
Executive
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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