AdvisorCensus / Financial advisors / Washington / Seattle / Wealthcollab
Wealthcollab is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Wealthcollab compensated?
On its Form ADV (Item 5.E, October 2026), Wealthcollab reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Wealthcollab located?
Wealthcollab's principal office is in Bellevue, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Wealthcollab registered with the SEC or a state?
Wealthcollab is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 269840.
How much does Wealthcollab manage?
Wealthcollab reports $316,209,943 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Wealthcollab's assets and staff changed since 2022?
In the Form ADV data for Wealthcollab: Regulatory assets under management: $109,202,080 in the October 2022 data and $316,209,943 in the October 2026 data, up 190%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wealthcollab serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (20).
Which custodians does Wealthcollab use?
Wealthcollab's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Wealthcollab report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269840
Does Wealthcollab state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We do not have a minimum account size requirement."
What changed in Wealthcollab's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $229,477,787 to $316,209,943 (+38%). Changed its office addresses in Issaquah, WA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We do not have a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$316,209,943 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Wealthcollab LLC
- Also doing business as
- WEALTHCOLLAB
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $316,209,943 | 1 | March 31, 2026 |
| October 2025 | $229,477,787 | 1 | March 6, 2025 |
| October 2024 | $189,273,850 | 1 | May 7, 2024 |
| October 2023 | $130,150,400 | 1 | February 19, 2023 |
| October 2022 | $109,202,080 | 1 | March 30, 2022 |
Regulatory assets under management: $109,202,080 in the October 2022 data and $316,209,943 in the October 2026 data, up 190%.
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $229,477,787 to $316,209,943 (+38%).
- Changed its office addresses in Issaquah, WA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wealthcollab (CRD 269840): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840