The Wealth Collaborative

Overview

The Wealth Collaborative operates as an independent, individually owned LLC that provides advisory services primarily to individuals and families. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and educational seminars or workshops. The firm charges clients using a mix of percentage-of-AUM fees, hourly fees, and fixed-fee arrangements. The firm is identified as a capital allocator, indicating it places client capital with outside managers in addition to managing public-market exposures. The Wealth Collaborative does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices