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| Keyboard |
| Collaborative Portfolio Management LLC
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|---|---|
| CRD # | 332929 |
| SEC # | 801-131107 |
| CIK # | |
| AUM | 178.7 M (2026-03-30) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 816-471-5556 |
| Address | 10985 Cody Street Overland Park, KS 66210 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 29.7 |
| (b) Individuals (high net worth individuals) | 68 | 122.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.3 |
| (h) Charitable organizations | 0 | 17.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 519 | 178.7 |
| By Discretionary | ||
| Discretionary | 519 | 178.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 519 | 178.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.7 | |
| Total | 519 | 178.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
FL | 179.6 M |
|
Higley James W
✚
|
179.5 M | |
|
The Private Investment Group Inc
✚
|
OH | 179.3 M |
|
Timmons Wealth Management LLC
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|
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|
Dolan Capital Advisors LLC
✚
|
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|
O'Connor Wealth Management Inc
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|
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|
Eltringham Wealth Partners LLC
✚
|
OH | 179.0 M |
|
Aspetuck Financial Management LLC
✚
|
CT | 178.3 M |
|
Hedges Asset Management LLC
✚
|
178.0 M | |
|
Conway Financial Group LLC
✚
|
MO | 177.7 M |