# Collaborative Portfolio Management

Collaborative Portfolio Management is a RIA based in Overland Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** cpm-llc.com

## Regulatory record

- **CRD number:** 332929
- **SEC file number:** 801-131107
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332929

## About

Collaborative Portfolio Management was established in 2024. It operates as a US wealth manager and registered investment adviser. The firm supplies investment advisory services on a discretionary basis. These include financial planning, investment management, and portfolio oversight. Clients comprise individuals, high-net-worth individuals, and organizations. No additional offices or team-size figures appear in available records. No dated operational events from the past 24 months are documented. The firm maintains a standard RIA structure without disclosed hybrid vehicles or succession details.

## Questions

### What services does Collaborative Portfolio Management provide?

The firm offers financial planning, investment management, and portfolio management on a discretionary basis to individuals, high-net-worth individuals, and organizations.

### When was Collaborative Portfolio Management established?

The firm was established in 2024.

## Related profiles

- [Collaborative Fund](https://altss.com/profile/collaborative-fund)
- [Collaborative Wealth Management](https://altss.com/profile/collaborative-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/collaborative-portfolio-management

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