Wealthcollab

Overview

Wealthcollab is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individuals, families and small-business clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements are non-asset-based: clients are charged hourly or fixed fees rather than a percentage of assets. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser or pension consultant, and does not function as a capital allocator or a related adviser. Its business model centers on fee-for-service planning and tailored portfolio oversight for a relatively concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives