The Wealth Collaborative
Firm details
- Headquarters
- ,
- CRD number
- 329753
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Wealth Collaborative is an independent RIA organized as an LLC that serves individual and family clients. The firm bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and lists advisory activities that include financial planning, portfolio management for individuals and small businesses, pension consulting, the selection of other advisers, and educational seminars/workshops. It identifies itself as a capital allocator and works with third‑party managers to place client capital. The firm does not position itself as an active ESG investor. Its operating scale and service mix suggest a boutique advisory practice focused on personalized planning and outsourced manager relationships rather than in‑house large-scale platform management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds15%
Owners & executives
1 of 1
Hannah Wardenburg
Chief Compliance OfficerCRD 6941375
Contacts
1 of 1
Alexandra Markulis
Co-FounderCRD 6981141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations