The Wealth Collective, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Wealth Collective is an independent, single‑advisor registered investment adviser offering comprehensive wealth management, asset management, standalone financial planning, and retirement plan consulting to individuals, trusts, corporations and employer‑sponsored pension or profit‑sharing plans. The firm manages roughly $42 million across a small client base and provides both discretionary portfolio management and episodic planning engagements.
Investment programs are built around asset allocation using ETFs, mutual funds, individual stocks and fixed‑income, with at least quarterly monitoring and the option to hire vetted third‑party money managers for implementation. The firm’s implementation toolkit explicitly includes options and other derivatives (for example, covered calls and cash‑covered puts) and, in some separately managed accounts, may employ borrowing or leverage.
Compared with many peers of its size, the firm’s acceptance of pension and profit‑sharing plan clients and its ongoing retirement plan consulting (including ERISA fiduciary acknowledgements and participant education) is atypical, as is its affiliation with insurance activity (representatives are licensed insurance agents). The firm’s principal also holds multiple professional credentials (CFA, CFP and insurance/retirement designations), and the combination of those qualifications with use of derivatives and leverage in managed accounts distinguishes its service profile from many solo independent advisers.
Client services
Expertise
Fee options
Typically ranges from $3,500 to $10,000 for financial planning
$0 - $99,999: 1.50% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.30% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.10% $2,000,000 - $4,999,999: 1.00% $5,000,000 - $9,999,999: 0.90% $10,000,000 - $24,999,999: 0.80% $25,000,000 - $49,999,999: 0.70% $50,000,000+: 0.60%
Up to $350 per hour
Monthly subscription fees ranging from $500 to $2,500 per month
Account minimum: $1,000,000 Minimum fee: Financial planning minimum fee of $3,500 Fee-only: Hourly fees up to $350/hour; flat fees typically $3,500 to $10,000; subscription fees $500 to $2,500 per month
Main office
360 E 2nd Street, 8th Floor
Los Angeles CA 90012
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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