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Collaborative Wealth Management, Inc.

● SEC registered since 2014CRD 142106SEC# 801-80100Lake Mary, FL
Export (members)
Reg. AUM
$653.3M
Employees
13
Accounts
1,948
Location
Lake Mary, FL

Collaborative Wealth Management, Inc. assets under management

Collaborative Wealth Management, Inc. operates as an SEC-registered investment adviser based in Lake Mary, FL. The firm has been registered since 2014. It reports $653.3 million in regulatory assets under management and employs 13 people.
www.linkedin.com/company/collaborativewealthView on SEC.gov ↗

Collaborative Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Chad Richmond Justice ControlCeoOver 75%2006
Sandra Ann Stickney ControlChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Collaborative Wealth Management, Inc. manage?

Collaborative Wealth Management, Inc. reports $653.3 million in regulatory assets under management on its Form ADV.

How many employees does Collaborative Wealth Management, Inc. have?

Collaborative Wealth Management, Inc. reports 13 employees.

Where is Collaborative Wealth Management, Inc. located?

Collaborative Wealth Management, Inc. is based in Lake Mary, FL and has been SEC-registered since 2014.

Does Collaborative Wealth Management, Inc. disclose fund performance?

Collaborative Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address972 International Parkway, Lake Mary, FL 32746
Phone407-792-3336
Fax407-936-0980
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$594M
Non-discretionary$59.3M
Total (RAUM)$653.3M