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| Happy Holidays!! thanks for using AUM13F!! |
| The Wealth Collaborative Inc
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| CRD # | 142618 |
| SEC # | 801-68456 |
| CIK # | |
| AUM | $702.0 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 818-577-1180 |
| Address | 306 Jasmine Avenue Corona del Mar, CA 92625 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 28.6 |
| (b) Individuals (high net worth individuals) | 147 | 671.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 702.0 |
| By Discretionary | ||
| Discretionary | 520 | 702.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 702.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.0 | |
| Total | 520 | 702.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Albitz/Miloe and Associates Inc
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|
CA | 0.7 |
|
Convergence Financial LLC
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|
MO | 0.7 |
|
Matauro LLC
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|
NY | 0.7 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.7 |
|
Disciplined Investors LLC
✚
|
TX | 0.7 |
|
Paratus Financial Inc
✚
|
TX | 0.7 |
|
Rempart Asset Management Inc
✚
|
0.7 | |
|
Warburton Capital Management LLC
✚
|
OK | 0.7 |
|
Bason Asset Management LLC
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|
CO | 0.7 |
|
Lakeridge Wealth Management LLC
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|
OH | 0.7 |