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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Collaborative Wealth Management Inc
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|---|---|
| CRD # | 142106 |
| SEC # | 801-80100 |
| CIK # | |
| AUM | $564.0 M (2025-01-29) |
| Employees | 13 (69% Investors, 62% Brokers) |
| Phone | 407-792-3336 |
| Address | 972 International Parkway Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 698 | 205.4 |
| (b) Individuals (high net worth individuals) | 173 | 299.3 |
| (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 | 11 | 47.8 |
| (h) Charitable organizations | 3 | 1.1 |
| (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 | 8 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,810 | 564.0 |
| By Discretionary | ||
| Discretionary | 1,767 | 517.7 |
| Non-Discretionary | 43 | 46.4 |
| Total | 1,810 | 564.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 564.0 | |
| Total | 1,810 | 564.0 |
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|---|---|---|
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Cogentblue Wealth Advisors LLC
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TN | 0.6 |
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Sherrill & Hutchins Financial Advisory Inc
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WICK Capital Partners LLC
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PASI Investments LLC
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Rowland Miller Partners LLC
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Legacy Wealth Partners LLC
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CO | 0.6 |
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Wealth Management Advisors LLC
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|
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|
Focused Alpha LLC
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