Wealthcollab
20yrs
More experience than 67% of advisors in Bellevue
Wealthcollab
Bellevue, WA. Legal name: Wealthcollab LLC
About the firm
A registered investment advisory firm based in Bellevue, Washington. It manages about $316 million for roughly 68 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?$4.65 million
Assets under management ?$316 million
Individual clients68
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Wealthcollab
1Advisors
20Median years of experience
1States with offices
1Offices
Also known as
Wealthcollab LLC
About Wealthcollab
How do I contact Wealthcollab?
Call the main office at (206) 456-6171. The main office is at 1400 112th Ave SE Suite 100, Bellevue, WA 98004.
How is Wealthcollab paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Wealthcollab offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Wealthcollab?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.