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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
| FRANKEL, DANIEL, JACOB | I | PRINCIPAL/CCO | E | Control |
Registrations
Federal
IA
Aug 25, 2025 REGISTERED
Notice Filings (3)
CA TX WA
Address
1400 112TH AVE SESUITE 100
BELLEVUE, WA 98004
United States
Phone: 206-456-6171