COLLABORATIVE WEALTH MANAGEMENT, INC.

COLLABORATIVE WEALTH MANAGEMENT, INC. of LAKE MARY, FL is an SEC-registered investment adviser (CRD 142106). Regulatory assets under management: $653.3M.

Registration

• CRD: 142106
• SEC file number: 801-80100
• Type: Registered investment adviser
• 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)

Branch offices (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142106 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search