WEALTHCOLLAB LLC

WEALTHCOLLAB LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 269840). Regulatory assets under management: $316.2M.

Registration

• CRD: 269840
• SEC file number: 801-122488
• Type: Registered investment adviser
• Location: 1400 112TH AVE SE, SUITE 100, BELLEVUE, WA, 98004
• Phone: 206-456-6171
• Latest filing: 2026-03-31
• Regulatory AUM: $316.2M
• Discretionary AUM: $316.2M
• Clients: 1
• Accounts: 414

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search