# Collaborative Wealth

Collaborative Wealth is a Registered Investment Adviser based in Lake Mary, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Assets under management:** $653.3M regulatory AUM (Form ADV, March 2026)
- **Website:** collaborativewealth.com

## Regulatory record

- **CRD number:** 142106
- **SEC file number:** 801-80100
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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

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