The Wealth Collaborative, Inc.

The Wealth Collaborative, Inc. is an SEC-registered investment adviser specializing in providing investment management services and wealth planning solutions to high-net-worth clients. Established in October 2007, the firm discloses approximately $781,946,000 in total assets as of December 31, 2024. Clients can engage TWC for discretionary management of assets, with minimum account sizes varying based on service levels: Level 1 ($500,000), Level 2 ($1,000,000), and Level 3 ($2,000,000). TWC charges a negotiable annual fee based on a percentage of assets under management, ranging from 0.50% to 1.75%. The firm may recommend Independent Managers for certain clients, with fees based on a percentage of managed assets. TWC operates as a fiduciary when providing investment advice for retirement accounts, ensuring recommendations are in the client's best interest. Clients have investment discretion over their accounts, with TWC exercising discretion on securities transactions, timing, and manager selection. The firm does not provide performance-based fees and primarily serves individuals and business entities in the entertainment industry. TWC does not vote on client securities proxies and does not hold custody of client assets. Clients receive regular account reviews and reports, and TWC does not have any disciplinary disclosures or financial impairments that could affect client commitments.