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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2015
- Office Locations
- 1
Office Locations
About Wealthcollab
WealthCollab is an independent, fixed-fee fiduciary advisory serving individuals and families (including business owners) with collaborative financial planning and evidence-based portfolio management. The firm emphasizes passive, tax-sensitive, cost-conscious implementation tied to clients’ decision frameworks for retirement, education, and major life events, and stays proactive on follow-through. Tech-enabled service includes virtual meetings and an online planning/investment portal.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
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Owner & Executives
DANIEL JACOB FRANKEL
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #5165778
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $316,209,943 | $763,792 |
| Non-Discretionary | $0 | -- |
| Total | $316,209,943 | $763,792 |
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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 |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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