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COLLABORATIVE WEALTH
COLLABORATIVE WEALTH MANAGEMENT, INC.
CRD 142106 · SEC 801-80100
972 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746, United States
Phone
407-792-3336
Fax
407-936-0980
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$653.3M
Discretionary AUM
$594.0M
Team
13 total employees; 9 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 740 | $243.7M |
| High net worth individuals | 175 | $337.1M |
| Pension/profit sharing plans | 11 | $58.1M |
| Charitable organizations | 3 | $1.2M |
| Corporations/business entities | 8 | $13.2M |
States served
AZ, CA, GA, IN, LA, NY, NC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD