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COLLABORATIVE WEALTH

LAKE MARY, FL · CRD 142106 · IAPD ↗ · 407-792-3336

$653.3MRegulatory AUM
9Advisory reps
13Employees
7Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — COLLABORATIVE WEALTH notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — COLLABORATIVE WEALTH crossed $500M in regulatory AUM ($463.6M -> $564.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
April 2024 — COLLABORATIVE WEALTH notice-filed in NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.