Wealthcollab
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthCollab provides discretionary portfolio management, comprehensive financial planning, and family office services to individual and high‑net‑worth clients. The firm reports approximately $316.2 million in assets under management across about 68 client relationships and reserves its family office offering for clients who typically have net worth greater than $10 million.
The firm’s investment approach emphasizes passive portfolio construction alongside fundamental analysis, using low‑cost index funds and ETFs with attention to asset allocation and tax‑efficient household rebalancing. WealthCollab generally ties portfolio management to an ongoing financial plan (it does not offer portfolio management on a standalone basis to individual clients), and it may recommend third‑party money managers, employ hedging instruments such as options, or conduct external due diligence on private investments when appropriate.
WealthCollab is notable for a high assets‑per‑advisor concentration — a single reported advisor overseeing roughly $316M in client assets — and for structuring client compensation around fixed, project, or hourly planning and family‑office fees rather than a percentage‑of‑assets model. Other distinguishing practices disclosed in the brochure include leaving proxy voting to clients and an explicit focus on coordinated implementation with other trusted advisors and tax‑optimized household allocation.
Client services
Expertise
Fee options
Comprehensive Financial Life Planning fee of $1,650 per month; Family Office Services fee from $1,650 to $5,000 per month
$300.00 per hour for financial planning and consulting services
Fee-only: Financial planning hourly rate of $300/hour; Comprehensive Financial Life Planning fee of $1,650 per month; Family Office Services fee ranging from $1,650 to $5,000 per month
Main office
1400 112th Ave SE, Suite 100
Bellevue WA 98004
Advisors at this office
1
Most active in
California · Texas · Washington
Also doing business as
Wealthcollab · Wealthcollab LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)