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WEALTHCOLLAB

BELLEVUE, WA · CRD 269840 · IAPD ↗ · 206-456-6171

$316.2MRegulatory AUM
1Advisory reps
1Employees
3Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — WEALTHCOLLAB reported RAUM up 38% ($229.5M -> $316.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2026 — WEALTHCOLLAB reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
December 2025 — WEALTHCOLLAB added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — WEALTHCOLLAB reported RAUM up 45% ($130.2M -> $189.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.