WEALTHCOLLAB
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 269840
- Registered since
- October 8, 2021
- Website
- www.wealthcollab.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI96.75%
- Individuals3.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthcollab is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm serves individual and family clients and focuses on financial planning and portfolio management for individuals and small businesses. Its billing model uses hourly and fixed-fee arrangements rather than asset-based advisory fees. Wealthcollab does not position itself as a capital allocator, is not an active ESG investor, and does not advertise pension consulting or multi-state advisory specializations.
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents9%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
1 of 1DANIEL FRANKEL
Founding PrincipalCRD 5165778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$177M in ETFs
80%
$141M
21%
$36.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $22.2M | 69,346 | 12.54% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1400 112th Ave SE
- Time zone
- PT (UTC-8)
- Office locations
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