WEALTHCOLLAB

1400 112th Ave Se
Suite 100
Bellevue, Washington 98004
Tel: 206-456-6171

About WEALTHCOLLAB

WEALTHCOLLAB, formally registered with the SEC as WEALTHCOLLAB. The firm was established in 10/08/2021. They have over 1 offices throughout the country.

WEALTHCOLLAB is a Bellevue, Washington based Financial Planning firm with nearly $189,273,850 assets under management, offering retirement planning & investment advisory services to 353 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	269840
SEC#	801-122488
Assets Managed by Firm	$189,273,850
No. of Clients	353
No. of Advisors	1

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	353	$189,273,850
Individuals (other than high net worth individuals)	17	$6,223,870
High net worth individuals	44	$183,049,980

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