Wealthcollab
Wealthcollab is an SEC-registered ria in Bellevue, WA with $316.2M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Wealthcollab: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 269840, SEC 801-122488, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $316.2M (2026-03-31)
- Firm type
- Ria
- Location
- Bellevue, WA
- Employees
- 1
- Clients
- 68
- CRD
- 269840
- Ownership
- FRANKEL, DANIEL, JACOB
How much AUM does Wealthcollab have?
Wealthcollab reported $316.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealthcollab?
Disclosed owners and executives of Wealthcollab include FRANKEL, DANIEL, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.