The Wealth Collaborative

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Last updated: February 18th, 2020. Data source: SEC filings.


The Wealth Collaborative, federally registered in 2007, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. The Wealth Collaborative manages $491.4 million and provides investment advisory services for 182 clients (1:61 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 20%
Advisors Directory View Directory
Avg Advisor Years Registered 14
Percentage of Advisors Trusted 100%
Minimum Investment $500,000
Average Client Balance $2,699,902
Total AUM $491.4 million
Advisor / Client Ratio 1:61
Headquarters Westlake Village, CA
SEC Filings View SEC IAPD CRD #142618
State(s) Registered CA, TX

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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