Wealthcollab LLC
● SEC registered since 2021CRD 269840SEC# 801-122488Bellevue, WA
Reg. AUM
$316.2M
Employees
1
Accounts
414
Location
Bellevue, WA
Wealthcollab LLC assets under management
Wealthcollab LLC is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2021. It reports $316.2 million in regulatory assets under management and employs 1 people.
Wealthcollab LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Jacob Frankel Control | Principal/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Wealthcollab LLC manage?
Wealthcollab LLC reports $316.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealthcollab LLC have?
Wealthcollab LLC reports 1 employees.
Where is Wealthcollab LLC located?
Wealthcollab LLC is based in Bellevue, WA and has been SEC-registered since 2021.
Does Wealthcollab LLC disclose fund performance?
Wealthcollab LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 112th Ave SE, Suite 100, Bellevue, WA 98004 |
| Phone | 206-456-6171 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.2M▲ 38%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$316.2Mregulatory AUM
Discretionary $316.2M