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THE WEALTH COLLECTIVE, LLC
CRD 310389 · SEC 801-119434
360 E 2ND STREET, 8TH FLOOR, LOS ANGELES, CA, 90012, United States
Phone
310-906-0313
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.5M
Discretionary AUM
$41.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $7.8M |
| High net worth individuals | 24 | $31.4M |
All web addresses on file
Official SEC filing: View on IAPD