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Collaborative Wealth
Collaborative Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 142106, SEC file 801-80100), with its main...
Overview
Collaborative Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 142106, SEC file 801-80100), with its main office in Lake Mary, Florida. Its Form ADV filed on 18 March 2026 reports $653.3M in regulatory assets under management across 1,948 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$653.3M regulatory AUM (Form ADV, March 2026)
Location
Region
North America
Country
United States
City
Lake Mary
Corporate office
Lake Mary, FL, United States
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