THE WEALTH COLLABORATIVE, INC.
CRD #142618 SEC #801-68456 CORONA DEL MAR, CA 818-577-1180
SEC Registered
Total AUM
$702M
Discretionary
$702M
Employees
3
Clients
51
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $702M | $702M | $0 | 3 | 2 |
| Jun 2024 | $669.9M | $669.9M | $0 | 3 | 2 |
| Jun 2024 | $669.9M | $669.9M | $0 | 3 | 2 |
| Apr 2024 | $669.9M | $669.9M | $0 | 3 | 2 |
| Apr 2024 | $669.9M | $669.9M | $0 | 3 | 2 |
| Mar 2024 | $669.9M | $669.9M | $0 | 3 | 2 |
| Oct 2023 | $593.3M | $593.3M | $0 | 3 | 2 |
| Mar 2023 | $656.1M | $645M | $11M | 2 | 0 |
| Feb 2022 | $760.5M | $751.2M | $9.2M | 3 | 0 |
| Mar 2021 | $671.3M | $661.8M | $9.6M | 3 | 0 |
| May 2020 | $555.6M | $549.5M | $6.1M | 3 | 0 |
| Feb 2020 | $555.6M | $549.5M | $6.1M | 3 | 0 |
| Sep 2019 | $491.4M | $488.2M | $3.2M | 3 | 0 |
| Mar 2019 | $491.4M | $488.2M | $3.2M | 3 | 0 |
| Mar 2018 | $510.7M | $509.8M | $938.3K | 3 | 0 |
| Jun 2017 | $406.8M | $406.1M | $730.5K | 3 | 200 |
| Feb 2017 | $406.8M | $406.1M | $730.5K | 3 | 200 |
| Jun 2016 | $372.3M | $370.2M | $2.2M | 3 | 200 |
| Mar 2016 | $372.3M | $370.2M | $2.2M | 3 | 200 |
| Jun 2015 | $375.9M | $373.5M | $2.3M | 3 | 200 |
| Jun 2014 | $345.8M | $343.9M | $1.9M | 3 | 200 |
| Mar 2014 | $345.8M | $343.9M | $1.9M | 3 | 200 |
| Mar 2013 | $304.4M | $303.5M | $913.1K | 4 | 200 |
| Nov 2012 | $264.2M | $263.4M | $791.2K | 4 | 136 |
| Jul 2012 | $264.2M | $263.4M | $791.2K | 1 | 136 |
| Feb 2012 | $264.2M | $263.4M | $791.2K | 1 | 136 |
| Dec 2011 | $288.3M | $288.3M | $0 | 1 | 101 |
| Apr 2011 | $288.3M | $288.3M | $0 | 5 | -- |
| Mar 2009 | $204.5M | $204.3M | $200.2K | 5 | -- |
| Jan 2008 | $290.8M | $290.3M | $448K | 5 | -- |
| Oct 2007 | $250.4M | $250M | $420K | 5 | -- |
| Oct 2007 | $250.4M | $250M | $420K | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$702M
Discretionary$702M
Non-Disc.$0
Employees3
Clients2
DateJun 2024
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees3
Clients2
DateJun 2024
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees3
Clients2
DateApr 2024
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees3
Clients2
DateApr 2024
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2024
Total AUM$669.9M
Discretionary$669.9M
Non-Disc.$0
Employees3
Clients2
DateOct 2023
Total AUM$593.3M
Discretionary$593.3M
Non-Disc.$0
Employees3
Clients2
DateMar 2023
Total AUM$656.1M
Discretionary$645M
Non-Disc.$11M
Employees2
Clients0
DateFeb 2022
Total AUM$760.5M
Discretionary$751.2M
Non-Disc.$9.2M
Employees3
Clients0
DateMar 2021
Total AUM$671.3M
Discretionary$661.8M
Non-Disc.$9.6M
Employees3
Clients0
DateMay 2020
Total AUM$555.6M
Discretionary$549.5M
Non-Disc.$6.1M
Employees3
Clients0
DateFeb 2020
Total AUM$555.6M
Discretionary$549.5M
Non-Disc.$6.1M
Employees3
Clients0
DateSep 2019
Total AUM$491.4M
Discretionary$488.2M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2019
Total AUM$491.4M
Discretionary$488.2M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2018
Total AUM$510.7M
Discretionary$509.8M
Non-Disc.$938.3K
Employees3
Clients0
DateJun 2017
Total AUM$406.8M
Discretionary$406.1M
Non-Disc.$730.5K
Employees3
Clients200
DateFeb 2017
Total AUM$406.8M
Discretionary$406.1M
Non-Disc.$730.5K
Employees3
Clients200
DateJun 2016
Total AUM$372.3M
Discretionary$370.2M
Non-Disc.$2.2M
Employees3
Clients200
DateMar 2016
Total AUM$372.3M
Discretionary$370.2M
Non-Disc.$2.2M
Employees3
Clients200
DateJun 2015
Total AUM$375.9M
Discretionary$373.5M
Non-Disc.$2.3M
Employees3
Clients200
DateJun 2014
Total AUM$345.8M
Discretionary$343.9M
Non-Disc.$1.9M
Employees3
Clients200
DateMar 2014
Total AUM$345.8M
Discretionary$343.9M
Non-Disc.$1.9M
Employees3
Clients200
DateMar 2013
Total AUM$304.4M
Discretionary$303.5M
Non-Disc.$913.1K
Employees4
Clients200
DateNov 2012
Total AUM$264.2M
Discretionary$263.4M
Non-Disc.$791.2K
Employees4
Clients136
DateJul 2012
Total AUM$264.2M
Discretionary$263.4M
Non-Disc.$791.2K
Employees1
Clients136
DateFeb 2012
Total AUM$264.2M
Discretionary$263.4M
Non-Disc.$791.2K
Employees1
Clients136
DateDec 2011
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees1
Clients101
DateApr 2011
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$204.5M
Discretionary$204.3M
Non-Disc.$200.2K
Employees5
Clients--
DateJan 2008
Total AUM$290.8M
Discretionary$290.3M
Non-Disc.$448K
Employees5
Clients--
DateOct 2007
Total AUM$250.4M
Discretionary$250M
Non-Disc.$420K
Employees5
Clients--
DateOct 2007
Total AUM$250.4M
Discretionary$250M
Non-Disc.$420K
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--