Updated:
THE WEALTH COLLECTIVE, LLC
THE WEALTH COLLECTIVE, LLC is a Miami-based multi-family office offering investment management and wealth planning for high-net-worth families.
THE WEALTH COLLECTIVE, LLC
The Wealth Collective, LLC is an SEC-registered investment adviser in Los Angeles, CA. It manages $42 million in regulatory assets under management on a discretionary basis. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Miami, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at THE WEALTH COLLECTIVE, LLC?
The firm has not publicly named its investment principals or executives. Decision-making structure and individual roles remain undisclosed.
How does THE WEALTH COLLECTIVE, LLC source proprietary deal flow?
The firm does not publicly describe its deal-sourcing methods. As a multi-family office, it may rely on internal research and external partnerships, but no specifics are available.
Is THE WEALTH COLLECTIVE, LLC structured as a single family office or does it operate more like a wealth management firm?
THE WEALTH COLLECTIVE, LLC is structured as a multi-family office, serving multiple families rather than a single wealth source. This distinguishes it from single-family offices and aligns more with pooled wealth management services.
Does THE WEALTH COLLECTIVE, LLC participate in fund commitments or only direct deals?
The firm has not disclosed whether it commits to external funds, makes direct investments, or both. Its known asset classes include private credit, real estate, and hedge funds, which could involve fund vehicles.
What investment stages does THE WEALTH COLLECTIVE, LLC typically target?
The firm does not specify stage preferences. Its focus on capital preservation suggests a bias toward established assets rather than early-stage or venture opportunities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: