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COLLABORATIVE WEALTH ADVISORS, LLC
CRD 128431
319 LITTLETON RD, SUITE 204, WESTFORD, MA, 01886, United States
Phone
978-392-3630
Fax
978-349-7001
Registration
— (—)
Source
State registered
Total AUM
$84.2M
Discretionary AUM
$84.2M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 173 | $35.3M |
| High net worth individuals | 27 | $49.0M |
All web addresses on file
Official SEC filing: View on IAPD