Wealthcollab is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 31, 2026, reports $316M in regulatory assets under management, 1 employee, 1 office, and 414 accounts.
Assets Under Management
$316M
Employees
1
Offices
1 office
Total Clients
68
Primary office
BELLEVUE, WA
1400 112TH AVE SE, SUITE 100, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.6% of total clients.
Top client categories% of clientsClients
1
HNWI
70.6%
48
2
Individuals
29.4%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 31, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$316M
Total Accounts414
10Y AUM Change+$212M (+203.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.