WEALTHCOLLAB LLC
Legal name: WEALTHCOLLAB
CRD #269840 SEC #801-122488 BELLEVUE, WA 206-456-6171
SEC Registered
Total AUM
$229.5M
Discretionary
$229.5M
Employees
1
Clients
10
Accounts
390
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $229.5M | $229.5M | $0 | 1 | 3 |
| Mar 2025 | $229.5M | $229.5M | $0 | 1 | 3 |
| May 2024 | $189.3M | $189.3M | $0 | 1 | 7 |
| Apr 2024 | $189.3M | $189.3M | $0 | 1 | 7 |
| Feb 2023 | $130.2M | $130.2M | $0 | 1 | 7 |
| Feb 2023 | $130.2M | $130.2M | $0 | 1 | 12 |
| Feb 2023 | $130.2M | $130.2M | $0 | 1 | 12 |
| Mar 2022 | $109.2M | $109.2M | $0 | 1 | 12 |
| Mar 2022 | $109.2M | $109.2M | $0 | 1 | 12 |
| Sep 2021 | $104.4M | $104.4M | $0 | 1 | 12 |
DateAug 2025
Total AUM$229.5M
Discretionary$229.5M
Non-Disc.$0
Employees1
Clients3
DateMar 2025
Total AUM$229.5M
Discretionary$229.5M
Non-Disc.$0
Employees1
Clients3
DateMay 2024
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees1
Clients7
DateApr 2024
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees1
Clients7
DateFeb 2023
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees1
Clients7
DateFeb 2023
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees1
Clients12
DateFeb 2023
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees1
Clients12
DateMar 2022
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees1
Clients12
DateMar 2022
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees1
Clients12
DateSep 2021
Total AUM$104.4M
Discretionary$104.4M
Non-Disc.$0
Employees1
Clients12