THE WEALTH COLLABORATIVE

THE WEALTH COLLABORATIVE is an SEC-registered investment adviser (CRD 329753). Regulatory assets under management: $1.4M.

Registration

• CRD: 329753
• Type: Registered investment adviser
• Phone: 314-922-7399
• Latest filing: 2026-06-19
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 3
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329753 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search