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Wealthcollab LLC

● SEC registered since 2021CRD 269840SEC# 801-122488Bellevue, WA
Export (members)
Reg. AUM
$229.5M
Employees
1
Accounts
390
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 $229.5 million in regulatory assets under management and employs 1 people.
twitter.com/danieljfrankelView on SEC.gov ↗

Wealthcollab LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Jacob Frankel ControlPrincipal/CcoOver 75%2015

Frequently asked questions

How much does Wealthcollab LLC manage?

Wealthcollab LLC reports $229.5 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

Address1400 112th Ave SE, Suite 100, Bellevue, WA 98004
Phone206-456-6171
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$229.5M
Non-discretionary$0
Total (RAUM)$229.5M