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COLLABORATIVE PORTFOLIO MANAGEMENT

OVERLAND PARK, KS · CRD 332929 · IAPD ↗ · cpm-llc.com · 816-471-5556

$178.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — COLLABORATIVE PORTFOLIO MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
January 2025 — COLLABORATIVE PORTFOLIO MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
October 2024 — COLLABORATIVE PORTFOLIO MANAGEMENT (OVERLAND PARK, KS) is newly SEC-registered (provisional 120-day approval) with $120.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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