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| Keyboard |
| Collaborative Wealth Management Inc
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|---|---|
| CRD # | 142106 |
| SEC # | 801-80100 |
| CIK # | |
| AUM | 653.3 M (2026-03-18) |
| Employees | 13 (69% Investors, 62% Brokers) |
| Phone | 407-792-3336 |
| Address | 972 International Parkway Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 740 | 243.7 |
| (b) Individuals (high net worth individuals) | 175 | 337.1 |
| (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 | 58.1 |
| (h) Charitable organizations | 3 | 1.2 |
| (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 | 13.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,948 | 653.3 |
| By Discretionary | ||
| Discretionary | 1,898 | 594.0 |
| Non-Discretionary | 50 | 59.3 |
| Total | 1,948 | 653.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 653.3 | |
| Total | 1,948 | 653.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cornell Pochily Investment Advisors Inc
✚
|
NY | 654.4 M |
|
PW Nova Financial Services LLC
✚
|
PA | 654.3 M |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 653.8 M |
|
Collegiate Capital Management Inc
✚
|
NC | 653.0 M |
|
Palisade Investments LLC
✚
|
NV | 652.7 M |
|
Early McClintic & McMillan LLC
✚
|
TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 651.3 M |
|
Summit Creek Advisors LLC
✚
|
MN | 650.9 M |
|
Monex Asset Management Inc
✚
|
TX | 650.9 M |