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| Collaborative Wealth Management Inc
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| |
|---|---|
| CRD # | 142106 |
| SEC # | 801-80100 |
| CIK # | |
| AUM | $463.6 MM (2024-03-05) |
| Employees | 12 (75% Investors, 67% Brokers) |
| Phone | 407-792-3336 |
| Address | 972 International Parkway Lake Mary, FL 32746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,167 | 169.0 |
| (b) Individuals (high net worth individuals) | 160 | 249.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 37.7 |
| (h) Charitable organizations | 3 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,638 | 463.6 |
| By Discretionary | ||
| Discretionary | 1,611 | 428.1 |
| Non-Discretionary | 27 | 35.6 |
| Total | 1,638 | 463.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.6 | |
| Total | 1,638 | 463.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Palisade Investments LLC
✚
|
NV | 0.5 |
|
Grand Jean Capital Management Inc
✚
|
CA | 0.5 |
|
Wedgewood Partners Inc
✚
|
MO | 0.5 |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 0.5 |
|
RL Evans Co Inc
✚
|
WA | 0.5 |
|
Sandbox Financial Partners LLC
✚
|
MD | 0.5 |
|
Compound Family Offices LLC
✚
|
FL | 0.5 |
|
Howard Bailey Securities LLC
✚
|
IN | 0.5 |
|
5th Street Advisors LLC
✚
|
CT | 0.5 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.5 |