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Home > Retirement Planners > california > westlake village > THE WEALTH COLLABORATIVE, INC.
THE WEALTH COLLABORATIVE, INC.
30699 Russell Ranch Road
Suite 185
Westlake Village, California 91362
Tel: 818-577-1180
About THE WEALTH COLLABORATIVE, INC.
THE WEALTH COLLABORATIVE, INC, formally registered with the SEC as THE WEALTH COLLABORATIVE, INC. The firm was established in 10/24/2007. They have over 1 offices throughout the country.
THE WEALTH COLLABORATIVE, INC. is a Westlake Village, California based Financial Planning firm with nearly $669,933,514 assets under management, offering retirement planning & investment advisory services to 499 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142618 |
| SEC# | 801-68456 |
| Assets Managed by Firm | $669,933,514 |
| No. of Clients | 499 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 499 | $669,933,514 |
| Individuals (other than high net worth individuals) | 93 | $27,819,495 |
| High net worth individuals | 148 | $639,534,012 |
| Corporations or other businesses | Fewer than 5 clients | $2,580,007 |
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