THE WEALTH COLLABORATIVE, INC.

Overview

The Wealth Collaborative, Inc. is an independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management and selection of outside advisers. The firm operates as a capital allocator, blending outsourced manager selection with in-house program oversight; its fee model is a combination of percentage-of-AUM and fixed fees. The Wealth Collaborative emphasizes public pooled vehicles — mutual funds and similar public funds — as the backbone of client portfolios, while using third-party managers and adviser selection to access specialized exposures when needed. The firm is SEC-registered since 2007 and is owner-operated. It is not positioned as an active ESG investor and does not report multi-state adviser status. The Wealth Collaborative has received industry recognition, including placements on FA Magazine’s Top RIA Firms list (2020) and investor.com’s Top RIA Firms to Watch list (2020).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices