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COLLABORATIVE WEALTH
LAKE MARY, FL
407-792-3336
SEC #801-80100Total AUM
$653.3M
Employees
13Clients
937Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
972 INTERNATIONAL PARKWAY
LAKE MARY
FL 32746
United States
LAKE MARY
FL 32746
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
407-792-3336
Other Offices
3
Financials
Total AUM
$653.3M
Accounts
1,948Discretionary
$594M
Accounts
1,898Non-Discretionary
$59.3M
Accounts
50
Clients
Individual Clients
740AUM
$243.7M
HNW Individual Clients
175AUM
$337.1M
Pension/Profit Sharing Plan Clients
11AUM
$58.1M
Charitable Organization Clients
3AUM
$1.2M
Corporation or Business Clients
8AUM
$13.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAINLANCNHNYTNTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.