The Wealth Collaborative
Firm details
- Headquarters
- ,
- CRD number
- 329753
- Website
- thewealthcollaborative.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Wealth Collaborative is an independent, owner-operated limited liability company that provides advisory services to individuals and families. Its service mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with additional offerings that include pension consulting, the selection of other advisers, and client education through seminars and workshops. The firm charges clients via a combination of percentage-of-assets, hourly, and fixed-fee arrangements. It identifies itself as a capital allocator and is not positioned as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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