THE WEALTH COLLECTIVE, LLC

Overview

The Wealth Collective, LLC is an independent registered investment adviser formed in 2020 and structured as a limited liability company under individual ownership. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, which supports both ongoing investment programs and discrete planning engagements. Investment activity centers on publicly available pooled vehicles for core exposure, with a clear majority of client assets held in mutual funds and other public fund structures. The firm supplements those core holdings with allocations to externally managed alternative investment funds—private equity, venture capital, real estate, commodities and collateralized debt—accessed through third-party managers rather than through in-house fund management. The Wealth Collective is not positioned as a capital allocator and does not present itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices