THE WEALTH COLLECTIVE, LLC

THE WEALTH COLLECTIVE, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 310389). Regulatory assets under management: $42.5M.

Registration

• CRD: 310389
• SEC file number: 801-119434
• Type: Registered investment adviser
• Location: 360 E 2ND STREET, LOS ANGELES, CA, 90012
• Phone: 310-906-0313
• Latest filing: 2026-02-05
• Regulatory AUM: $42.5M
• Discretionary AUM: $41.8M
• Non-discretionary AUM: $645K
• Clients: 1
• Accounts: 189

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310389 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search