Club Wealth

What Club Wealth does

Club Wealth is a privately held real estate coaching and training company founded by Michael Hellickson and headquartered in Bonney Lake, Washington. The company serves individual real estate agents, team leaders, and brokers across the United States, with coaching delivered by actively producing agents rather than full-time educators. Its core product portfolio consists of subscription-based coaching programs (group coaching and 1-on-1 strategy sessions), paid live events including the trademarked Business Strategy Mastermind Conference and Listing Agent Boot Camp, an e-commerce store built on Shopify selling books, scripts, and digital resources, and the Club Wealth University online learning platform. Supporting programs include the BlackHat Program (advanced lead generation), the AIM2 automation integration offering, and the Ai Summit 2026 (AI-themed training).

The underlying technology stack is comparatively lightweight and centered on content delivery and lead capture rather than on proprietary software products. Club Wealth distributes its curriculum through Club Wealth University (online courses and event recordings) and CW TV (video content), and recommends I.V.R. (Interactive Voice Response) technology as a third-party call capture tool for agent clients, claiming an 82% call-to-conversion rate with the recommended provider. There is no API, SDK, or MCP integration surface, no native mobile application, and no evidence of proprietary AI/ML development; the company's defensible assets are its proprietary methodologies (Perfect Daily Schedule, 44-point listing checklist, Perfect Team Blueprint) and content library.

Club Wealth's business model combines recurring subscription revenue from coaching programs with transactional revenue from paid events, digital product sales, and Shopify-based e-commerce. The go-to-market motion is sales-led, anchored by a complimentary 55-minute strategy session that serves as the primary lead qualification and conversion mechanism, supplemented by content marketing, paid events, social media, and a content partnership with Top Producer Systems. The company is founder-owned and independently operated with no institutional or venture capital backing identified in the available sources.

Name

Club Wealth

Legal name

Club Wealth®

Website

https://clubwealth.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Club Wealth is a privately held real estate coaching and training company serving individual agents, team leaders, and brokers with subscription coaching, live events, proprietary scripts and methodologies, and the Club Wealth University online learning platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Bonney Lake

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Coaching Programs: Club Wealth offers coaching programs for real estate agents, team leaders, and brokers. These include group coaching, 1-on-1 strategy sessions, and ongoing coaching relationships. The coaching is delivered by actively producing real estate agents and coaches.
2. Training Events: Revenue generated from paid events including Business Strategy Mastermind Conference, Listing Agent Boot Camp, Half Day Events, webinars, Monthly Challenges, and regional/national events. Events range from free strategy sessions to paid conferences.
3. Books and Digital Products: Club Wealth sells books and digital resources through their e-commerce store, including training materials, checklists, and scripts.
4. E-commerce Store: Products and merchandise sold through the Shopify-powered online store.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Club Wealth sells recurring and one-off real estate coaching programs, live training events, proprietary scripts and methodologies, and digital learning resources to individual real estate agents, team leaders, and brokers. Its flagship offers are group coaching, 1-on-1 strategy sessions, the Perfect Daily Schedule and 44-Point Listing Presentation Checklist methodologies, and an annual Business Strategy Mastermind Conference. Customers access training through Club Wealth University (online LMS), live events, and the company's content library.

Product overview

Club Wealth is a real estate coaching and training company offering a comprehensive ecosystem of services for real estate agents, team leaders, and brokers. The core offering consists of coaching programs including group coaching and 1-on-1 strategy sessions, complemented by a library of content resources including scripts (expired listing scripts, overpriced listing handling scripts), methodologies (Perfect Daily Schedule, Lead Generation Systems, Lead Follow-Up System, Lead Conversion System), and team building frameworks. The company also produces live events including the Business Strategy Mastermind Conference, Listing Agent Boot Camp, Ai Summit, Mastermind in Paradise, and Pacific Northwest Mastermind. Educational content is delivered through Club Wealth University (online learning platform) and CW TV (video content). Technology programs include the BlackHat Program and Automation Integration Migration (AIM2). The portfolio is designed to help real estate professionals scale their businesses from solo production to team leadership, with tools and frameworks that address lead generation, follow-up, conversion, listing appointments, and daily scheduling.

Differentiator

Problem solved

Functional benefit

Brands

• Club Wealth University: Online platform for viewing events and courses offered by Club Wealth.

Products and services

• Coaching Programs Subscription-based real estate coaching programs for individual agents, team leaders, and brokers, including group coaching and 1-on-1 strategy sessions, designed to help members double their business through proven strategies.
• Group Coaching Cohort-based coaching programs in which real estate agents learn together through structured group sessions with accountability and peer support delivered by Club Wealth coaches.
• 1-on-1 Strategy Session An individual strategy session in which a Club Wealth coach works one-on-one with an agent to build a 12-month business blueprint, serving as both a paid engagement and the primary sales-funnel entry point.
• Business Strategy Mastermind Conference (BSM) Annual live conference for top real estate agents featuring training, networking, and mastermind sessions, and serving as the company's flagship flagship event.
• Listing Agent Boot Camp (LABC) Training boot camp focused on marketing methods that help real estate agents attract listings without cold-calling; offered as a live event.
• Ai Summit 2026 Virtual summit focused on AI applications in real estate, delivered through Club Wealth University.
• Mastermind in Paradise Annual mastermind event held at a destination location providing intensive training and networking for top real estate agents and team leaders.
• Pacific Northwest Mastermind Regional mastermind event serving real estate agents in the Pacific Northwest with structured training and peer mastermind sessions.
• Club Wealth University Online learning platform providing members with access to Club Wealth courses, event recordings, and structured educational content.
• The BlackHat Program Advanced lead generation and business development program for real estate agents seeking to build lead flow beyond conventional channels.
• Automation Integration Migration (AIM2) Coaching program for integrating and migrating automation and technology systems into a real estate agent's business operations.

Quantifiable outcome

• Income increased 10X for members following the coaching program
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Top Producer SystemscoreGTM or Marketing PartnerMichael Hellickson was invited by Top Producer Systems to create a six-part educational video series on the most important aspects of real estate agent success, including lead generation, lead follow-up, lead conversion, referrals, daily schedules, and team building. This partnership provides educational content and brand exposure to Top Producer's extensive user base of real estate professionals.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• SUCCESS Coach / SUCCESS Coaching: Performance and business coaching practice with real estate training tracks; less specialized than Club Wealth but competes for the same high-volume agent segment seeking productivity and personal-development coaching.
• RE Mentor / Real Estate Coaching (Tony Robbins / Chet Holmes): Real-estate-focused coaching programs and live events targeted at agents and investors. Comparable business model focused on coaching subscriptions and live training, with overlap in target customer profile.

Direct peers

• Tom Ferry: Largest direct competitor in real estate agent coaching and training, offering coaching programs, live events, and masterminds. Explicitly cited by a Club Wealth customer as the prior coaching relationship before switching.
• Icenhower Coaching & Consulting: Coaching firm focused on real estate team leaders and brokerage owners, with subscription coaching and live events. Targets the same real estate team-leader segment as Club Wealth.
• Buffini & Company: Brian Buffini's real estate coaching, training, and referral network business serving individual agents and teams. Closely comparable coaching-plus-events model targeting real estate professionals.
• Mike Ferry Organization: Long-standing real estate coaching and training organization focused on sales scripts, cold-calling, and agent productivity. Overlaps directly with Club Wealth's script library and listing-presentation methodologies.
• Ninja Selling: Sales-training and coaching program originally built for real estate agents covering lead generation, follow-up, and time-blocking. Directly comparable in scope to Club Wealth's Perfect Daily Schedule approach.

Broad incumbents

• Keller Williams MAPS Coaching: Coaching arm embedded within the Keller Williams mega-brokerage ecosystem. Offers agent and team coaching at scale but tied to the broader KW franchise offering rather than as a standalone service.
• Tony Robbins Business Mastery: Large-scale business and life coaching program that includes real estate professionals among its attendees. Broader offering than Club Wealth but competes for the same entrepreneurial agent/team-leader wallet share.
• eXp Realty ICON Coaching: Coaching and training resources embedded within the eXp cloud brokerage platform, offered to agent members. Competes with Club Wealth for agents seeking built-in coaching from their brokerage relationship.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/clubwealth_
• YouTubeyoutube.com/@ClubWealth
• Facebookfacebook.com/ClubWealth
• LinkedInlinkedin.com/company/clubwealth
• Instagraminstagram.com/michaelhellickson

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Club Wealth