Multi Family OfficePuts its own capital into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

Wealth Plus

Multi family office in Aberdeen, United States, founded 1994; focus on real estate.

USEFUL FOR Co-investors

Identity

HEADQUARTERS: Aberdeen, United States
OFFICES: New York, NY, United States
FOUNDED: 1994

Investment approach

SECTORS: Real Estate & PropTech
ROUTES: Companies (own capital)

Overview

This multi family office is based in Aberdeen, United States; it was founded in 1994. Listed sector interests include real estate. Other offices: New York, NY, United States; it invests directly in companies; 11 people are named on its team.

People

Simon Jaksic
Investment Manager · source
Jason Atkins
Managing Director, Responsible Manager · source
Nathan Stuart
Director, Senior Financial Adviser · source
Mike Arnold
Responsible Manager · source
Darren Potter
Senior Financial Adviser · source
Stuart Griffiths
Senior Financial Adviser – Albany · source
Maria Tassone
Lending & Compliance Manager · source
Jackson McLachlan
Financial Adviser · source
Jason Mani
Client Service Manager · source
Katie Michael
Office Manager – Albany · source
Vicki McClements
Client Service Manager · source

Frequently asked questions

Wealth Plus is a multi family office based in Aberdeen, the United States, founded in 1994.

Wealth Plus invests its own capital into companies.

Wealth Plus invests in Real Estate & PropTech.

Key people at Wealth Plus include Jason Atkins (Managing Director, Responsible Manager), Nathan Stuart (Director, Senior Financial Adviser), Mike Arnold (Responsible Manager) and Darren Potter (Senior Financial Adviser).