COLLABORATIVE WEALTH MANAGEMENT, INC.
Doing business as COLLABORATIVE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$653,282,295
Discretionary
$593,995,275
Non-discretionary
$59,287,020
Firm details
- CRD number
- 142106
- SEC file number
- 801-80100
- Main office
- LAKE MARY, FL, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.