# COLLABORATIVE WEALTH MANAGEMENT, INC.

COLLABORATIVE WEALTH MANAGEMENT, INC. of LAKE MARY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 142106
- Type: SEC-registered investment adviser
- SEC file number: 801-80100
- Location: 972 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
- Phone: 407-792-3336
- Latest filing: 2026-03-18
- Regulatory AUM: $653.3M
- Discretionary AUM: $594.0M
- Non-discretionary AUM: $59.3M
- Clients: 13
- Accounts: 1,948

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Roderick Nelson | CHIEF COMPLIANCE OFFICER | Burnaby, A1 |
| Chad Richmond Justice | CEO | — |
| Sandra Ann Stickney | CHIEF COMPLIANCE OFFICER | — |
| JUSTICE CHAD RICHMOND | CEO; CEO/CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| STICKNEY SANDRA ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142106/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142106/similar
- Related entities: https://search.stillhousedata.com/firm/142106/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142106

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.