The Wealth Collaborative
8yrs
8 years in the industry
The Wealth Collaborative
Location not listed. Legal name: The Wealth Collaborative LLC
About the firm
A registered investment advisory firm. It manages about $1.4 million for roughly 13 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$107,620
Assets under management ?$1.4 million
Individual clients13
Median years of experience8
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Advisors at The Wealth Collaborative
2Advisors
8Median years of experience
2States with offices
1Offices
Also known as
THE Wealth Collaborative · THE Wealth Collaborative LLC
About The Wealth Collaborative
How do I contact The Wealth Collaborative?
Call the main office at (314) 922-7399. The main office is at , .
How is The Wealth Collaborative paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does The Wealth Collaborative offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at The Wealth Collaborative?
We list 2 advisors 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.