# The Wealth Collective, LLC

> The Wealth Collective, LLC is a state-registered investment advisory firm in Los Angeles, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 310389
- Filed as: THE WEALTH COLLECTIVE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310389
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-collective-llc-los-angeles-ca-310389

## Quick answers

**How is The Wealth Collective, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), The Wealth Collective, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is The Wealth Collective, LLC located?**
The Wealth Collective, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is The Wealth Collective, LLC registered with the SEC or a state?**
The Wealth Collective, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 310389.

**How much does The Wealth Collective, LLC manage?**
The Wealth Collective, LLC reports $42,463,140 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (98% discretionary).

**What types of clients does The Wealth Collective, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (24).

**Does The Wealth Collective, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310389

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,463,140
- Discretionary: $41,818,567
- Non-discretionary: $644,573

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $7,845,435 |
| High net worth individuals | 24 | $31,418,142 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,199,563 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thewealthcollective.capital
- LinkedIn @the-wealth-collective

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Collective, LLC (CRD 310389): Form ADV filing data as of October 2026.