# Collaborative Wealth Management

Collaborative Wealth Management is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Orlando, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** collaborativewealth.com
- **LinkedIn:** https://www.linkedin.com/company/collaborativewealth

## Regulatory record

- **Reports private funds:** No

## About

Collaborative Wealth Management was established in 2007 and is headquartered in Orlando. It provides investment advisory services that include financial planning and portfolio management to individuals, trusts, and business entities. Available records show no additional offices or operational events from the last 24 months.

## Questions

### Who runs investment decisions at Collaborative Wealth Management?

No named principals or CIO appear in public records.

### Does Collaborative Wealth Management participate in fund commitments or only direct deals?

Available information does not specify allocation methods or structures.

### What investment stages does Collaborative Wealth Management typically target?

The firm description does not identify target stages or asset classes.

### How is Collaborative Wealth Management related to any parent or affiliated vehicle?

No parent, spinout, or related vehicle is identified in sources.

## Related profiles

- [Collaborative Portfolio Management](https://altss.com/profile/collaborative-portfolio-management)
- [Collaboratory](https://altss.com/profile/collaboratory)

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Last updated: 2026-07-11T16:19:27.000Z

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

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