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WEALTHCOLLAB

WEALTHCOLLAB LLC

CRD 269840 · SEC 801-122488

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1400 112TH AVE SE, SUITE 100, BELLEVUE, WA, 98004, United States

Phone

206-456-6171

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$316.2M

Discretionary AUM

$316.2M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$10.3M
High net worth individuals48$305.9M

States served

CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD