Wealthcollab

Wealthcollab (CRD# 269840) is a financial advisory firm headquartered in Bellevue, WA. They manage $189,273,850 in 353 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1400 112th Ave Se, Suite 100, Bellevue, WA 98004
https://twitter.com/danieljfrankel
By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $536,187
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Wealthcollab
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Frankel, financial advisor Bellevue WA
Daniel J. Frankel
CRD#: 5165778
1400 112th Ave Se, Suite 100, Bellevue, WA 98004

Daniel Frankel (CRD# 5165778) is an Investment Advisor Representative working at Wealthcollab in Bellevue, WA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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