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| Keyboard |
| The Wealth Collaborative Inc
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|---|---|
| CRD # | 142618 |
| SEC # | 801-68456 |
| CIK # | |
| AUM | 791.6 M (2026-03-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 818-577-1180 |
| Address | 306 Jasmine Avenue Corona del Mar, CA 92625 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 34.5 |
| (b) Individuals (high net worth individuals) | 153 | 754.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 549 | 791.6 |
| By Discretionary | ||
| Discretionary | 549 | 791.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 791.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 791.6 | |
| Total | 549 | 791.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hurlow Wealth Management Group Inc
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|
IN | 794.4 M |
|
BHK Investment Advisors LLC
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|
AL | 794.1 M |
|
Fortress Wealth Planning LLC
✚
|
FL | 793.9 M |
|
Clayton Financial Group LLC
✚
|
MO | 793.8 M |
|
Wealth Management Partners LLC
✚
|
AZ | 793.5 M |
|
Ackerman Asset Management LLC
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|
793.5 M | |
|
Centric Wealth Management LLC
✚
|
IL | 792.9 M |
|
XP Advisory US Inc
✚
|
FL | 792.3 M |
|
Sunpointe LLC
✚
|
MO | 790.7 M |
|
Marathon Capital Management LLC
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|
MD | 790.1 M |