LP Profile

The Wealth Collaborative

Also known as wealth collaborative

Wealth ManagerWestlake Village, United StatesFounded 2007
$555M
Assets Under Management
Westlake Village
Headquarters
Investment Focus

About The Wealth Collaborative

Helping you harness the power of your money to create a meaningful and sustainable life. Financial advisors located in Westlake Village, Los Angeles, CA.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to The Wealth Collaborative from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$791.6M
Total Clients
549
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to The Wealth Collaborative across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is The Wealth Collaborative?

The Wealth Collaborative is a wealth manager based in Westlake Village, United States, managing approximately $555M in assets.

Where is The Wealth Collaborative headquartered?

The Wealth Collaborative is headquartered in Westlake Village, United States.

How much does The Wealth Collaborative manage?

The Wealth Collaborative manages approximately $555M in assets under management.

When was The Wealth Collaborative founded?

The Wealth Collaborative was founded in 2007.

How can I contact The Wealth Collaborative?

Verified contact details, key decision-makers, and investment preferences for The Wealth Collaborative are available on LPbacked. Create a free account to access them.