CRD: 310389
THE Wealth Collective, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-11-2020
- Office Locations
- 1
Office Locations
About THE Wealth Collective, LLC
The Wealth Collective, LLC is a fiduciary wealth manager serving clients nationwide, focused on tax-aware planning and portfolio management for high-income, HNW/UHNW households. The firm specializes in complex cases such as business owners, professionals (dentists, architects, CPAs), retirees, and executives with RSUs/stock options, and provides retirement plan work (Cash Balance pensions and 401(k)s), lifetime tax management, asset protection, and life insurance reviews in coordination with clients’ CPAs and attorneys.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
John Mortimer Agnew
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6383962
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,818,567 | $181,040 |
| Non-Discretionary | $644,573 | $298,649 |
| Total | $42,463,140 | $183,259 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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