RIA Intel›Advisers›Missouri›THE WEALTH COLLABORATIVE LLC

THE WEALTH COLLABORATIVE LLC

Advisory

MO

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account

$22K

across 64 accounts

AUM per adviser

$700K

2 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

FULTON JOSEPH WOOD JR.

$1M

ROTHSCHILD SALE & ASSOCIATES INC

$1M

ADAPTIVE WEALTH MANAGEMENT, LLC

$1M

HARRIS, STEPHEN PAUL

$2M

CAPITAL 360 FINANCIAL, LLC

SPRINGFIELD, MO

$2M

PORTFOLIO GUIDE LLC

$900K

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