Data / Investment advisers / Washington / Wealthcollab
Wealthcollab, Bellevue, WA: $316 million AUM, SEC registered investment adviser
Wealthcollab is an SEC registered investment adviser with its main office in Bellevue, Washington and reports $316 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals and individuals. It is paid through hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 269840
- SEC file number
- 801-122488
- SEC status
- Approved, effective October 8, 2021
- Legal name
- Wealthcollab LLC
- Main office
- 1400 112th Ave Se Suite 100, Bellevue, WA 98004
- Phone
- (206) 456-6171
- Regulatory AUM
- $316,209,943 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $316,209,943
- Accounts
- 414
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $305.9 million |
| Individuals (other than high net worth individuals) | 20 | $10.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $316.2 million | March 31, 2026 |
| December 1, 2025 | $229.5 million | August 25, 2025 |
Other advisers in Bellevue
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mountain Pacific Advisors, LLC | Bellevue | $484.3 million | Not listed | adviserinfo.sec.gov |
| Aletheian Wealth Advisors LLC | Bellevue | $412.5 million | Not listed | adviserinfo.sec.gov |
| Mainsail Financial Group | Bellevue | $403.9 million | Not listed | adviserinfo.sec.gov |
| Bellevue Asset Management, LLC | Bellevue | $393.7 million | Not listed | adviserinfo.sec.gov |
| Highbury Pacific Capital Corp. | Bellevue | $333.3 million | Not listed | adviserinfo.sec.gov |
| Truewealth Financial Partners | Bellevue | $273.7 million | Not listed | adviserinfo.sec.gov |
| Optimist Retirement Group, LLC | Bellevue | $245.3 million | Not listed | adviserinfo.sec.gov |
| Fulcrum Wealth Advisors, LLC | Bellevue | $208 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bellevue, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealthcollab on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.