{
  "crd_number": 269840,
  "slug": "wealthcollab-bellevue-wa-269840",
  "primary_business_name": "WEALTHCOLLAB",
  "legal_name": "WEALTHCOLLAB LLC",
  "dbas": [
    "WEALTHCOLLAB"
  ],
  "city": "Bellevue",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-10-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 316209943.0,
  "raum_discretionary": 316209943.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 10284796.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 305925147.0,
      "count": 48
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://linkedin.com/IN/FRANKELDANIEL",
    "https://twitter.com/DANIELJFRANKEL",
    "https://wealthcollab.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269840",
  "city_as_filed": "BELLEVUE",
  "url": "https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840",
  "display_name": "Wealthcollab",
  "summary": "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.",
  "citation": "AdvisorCensus. Wealthcollab (CRD 269840): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthcollab compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthcollab reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wealthcollab charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $1,650 a month (Comprehensive Financial Life Planning); Subscription: $1,650 to $5,000 a month (Family Office Services); Hourly rate: $300 an hour (Hourly/Project Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealthcollab located?",
      "a": "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)."
    },
    {
      "q": "Is Wealthcollab registered with the SEC or a state?",
      "a": "Wealthcollab is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 269840."
    },
    {
      "q": "How much does Wealthcollab manage?",
      "a": "Wealthcollab reports $316,209,943 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealthcollab's assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Wealthcollab serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (20)."
    },
    {
      "q": "Which custodians does Wealthcollab use?",
      "a": "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."
    },
    {
      "q": "Does Wealthcollab report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Wealthcollab state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Wealthcollab's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 109202080.0,
      "total_employees": 1,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 130150400.0,
      "total_employees": 1,
      "filing_date": "2023-02-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 189273850.0,
      "total_employees": 1,
      "filing_date": "2024-05-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 229477787.0,
      "total_employees": 1,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 316209943.0,
      "total_employees": 1,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $229,477,787 to $316,209,943 (+38%).",
        "Changed its office addresses in Issaquah, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $1,650 a month (Comprehensive Financial Life Planning)",
      "Subscription: $1,650 to $5,000 a month (Family Office Services)",
      "Hourly rate: $300 an hour (Hourly/Project Based Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,650 a month (Comprehensive Financial Life Planning)"
        ],
        "quotes": [
          "The fee for this service is $1,650 per month and includes: ● Semi-Annual Review Meetings."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,650 to $5,000 a month (Family Office Services)"
        ],
        "quotes": [
          "The fee for this service ranges from $1,650 to $5,000 per month and includes: ● Typically for clients with a net worth greater than $10,000,000 with complex circumstances"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Hourly/Project Based Financial Planning)"
        ],
        "quotes": [
          "Financial Planning fee is an hourly rate of $300.00 per hour. The fee may be negotiable in certain cases."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 1650.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Comprehensive Financial Life Planning"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 1650.0,
          "max": 5000.0,
          "period": "monthly",
          "service": "Family Office Services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly/Project Based Financial Planning"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size requirement.",
      "The fee for this service is $1,650 per month and includes: ● Semi-Annual Review Meetings.",
      "The fee for this service ranges from $1,650 to $5,000 per month and includes: ● Typically for clients with a net worth greater than $10,000,000 with complex circumstances",
      "Financial Planning fee is an hourly rate of $300.00 per hour. The fee may be negotiable in certain cases."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealthcollab-bellevue-wa-269840.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 10284796.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 305925147.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269840",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}