A complete list of active advisors currently associated with The Wealth Collaborative, Inc.

Warmer can help you find a great advisor at The Wealth Collaborative, Inc. or one who fits your needs even better.

The Wealth Collaborative, Inc. serves high-net-worth individuals and business entities, with an explicit concentration on clients engaged in the entertainment industry, providing discretionary investment management through its Private Client Program as well as a la carte wealth planning and consulting engagements. It also acts as a fiduciary for retirement plans in 3(21)/3(38) roles and coordinates implementation with other professionals when appropriate. TWC implements a three-level Private Client Program that begins with an investment policy statement and typically allocates client equity exposure to mutual funds and ETFs, often using Dimensional Fund Advisors’ strategies, while appointing Independent Managers for certain individual-security mandates. Services are delivered primarily on a percentage-of-assets basis with discretionary trading authority, regular account reviews, and optional cash‑flow or integrated wealth‑planning work at higher service levels. The firm reports approximately $791,560,000 in discretionary assets under management, a substantial asset base relative to its small advisory team that produces a high AUM-per-advisor profile uncommon among peers. TWC discloses three promoter referral relationships that are paid a percentage of advisory fees and also describes relying on independent third‑party performance reports when selecting managers—practices that set it apart from many firms in its peer group.

To learn more about the advisors currently working at The Wealth Collaborative, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.