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COLLABORATIVE WEALTH
972 International Parkway
Lake Mary, Florida 32746
Tel: 407-792-3336
About COLLABORATIVE WEALTH
COLLABORATIVE WEALTH, formally registered with the SEC as COLLABORATIVE WEALTH. The firm was established in 08/06/2014. They have over 4 offices throughout the country.
COLLABORATIVE WEALTH is a Lake Mary, Florida based Financial Planning firm with nearly $564,031,327 assets under management, offering retirement planning & investment advisory services to 1810 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142106 |
| SEC# | 801-80100 |
| Assets Managed by Firm | $564,031,327 |
| No. of Clients | 1810 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1810 | $564,031,327 |
| Individuals (other than high net worth individuals) | 698 | $205,382,584 |
| High net worth individuals | 173 | $299,323,997 |
| Pension and profit sharing plans | 11 | $47,777,022 |
| Charitable organizations | 3 | $1,136,744 |
| Corporations or other businesses | 8 | $10,410,980 |
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