Wealthcollab
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$316,209,943
Clients
68
71% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
68
HighAverage account size
$4,650,146
About
WealthCollab provides discretionary portfolio management, comprehensive financial planning, and family office services to individual and high‑net‑worth clients. The firm reports approximately $316.2 million in assets under management across about 68 client relationships and reserves its family office offering for clients who typically have net worth greater than $10 million.
The firm’s investment approach emphasizes passive portfolio construction alongside fundamental analysis, using low‑cost index funds and ETFs with attention to asset allocation and tax‑efficient household rebalancing. WealthCollab generally ties portfolio management to an ongoing financial plan (it does not offer portfolio management on a standalone basis to individual clients), and it may recommend third‑party money managers, employ hedging instruments such as options, or conduct external due diligence on private investments when appropriate.
WealthCollab is notable for a high assets‑per‑advisor concentration — a single reported advisor overseeing roughly $316M in client assets — and for structuring client compensation around fixed, project, or hourly planning and family‑office fees rather than a percentage‑of‑assets model. Other distinguishing practices disclosed in the brochure include leaving proxy voting to clients and an explicit focus on coordinated implementation with other trusted advisors and tax‑optimized household allocation.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Private / alternative investments
Tax-loss harvesting
Fee options
Comprehensive Financial Life Planning fee of $1,650 per month; Family Office Services fee from $1,650 to $5,000 per month
$300.00 per hour for financial planning and consulting services
Fee-only: Financial planning hourly rate of $300/hour; Comprehensive Financial Life Planning fee of $1,650 per month; Family Office Services fee ranging from $1,650 to $5,000 per month
Main office location
Wealthcollab
1400 112 Th Ave Se, Suite 100
Bellevue WA 98004, United States
Number of offices
2
Most active in
Wealthcollab has reported serving >5 clients in these states in the last 12 months.
California · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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