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THE WEALTH COLLABORATIVE, INC.
CRD 142618 · SEC 801-68456
306 JASMINE AVENUE, CORONA DEL MAR, CA, 92625, United States
Phone
818-577-1180
Fax
818-577-1165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$791.6M
Discretionary AUM
$791.6M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $34.5M |
| High net worth individuals | 153 | $754.8M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD