Overview
Assets Under Management: $564 million
Headquarters: LAKE MARY, FL
High-Net-Worth Clients: 173
Average Client Assets: $2 million
Frequently Asked Questions
COLLABORATIVE WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142106), COLLABORATIVE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
COLLABORATIVE WEALTH MANAGEMENT, INC. is headquartered in LAKE MARY, FL.
COLLABORATIVE WEALTH MANAGEMENT, INC. serves 173 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, COLLABORATIVE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COLLABORATIVE WEALTH MANAGEMENT, INC. manages $564 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, COLLABORATIVE WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,810
Discretionary Accounts: 1,767
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 142106
Last Filing Date: 2025-01-29 00:00:00
Website: https://collaborativewealth.com