Collaborative Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Mary, FL. Its latest Form ADV filing, dated March 18, 2026, reports $653M in regulatory assets under management, 13 employees, 3 offices, and 1,948 accounts.
Assets Under Management
$653M
Employees
13
Offices
3 offices
Total Clients
937
Primary office
LAKE MARY, FL
972 INTERNATIONAL PARKWAY, LAKE MARY, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
740
2
HNWI
18.7%
175
3
Pension Plans
1.2%
11
4
Corporations
0.9%
8
5
Charitable
0.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$653Mas of March 18, 2026
Discretionary90.9%
$594M
91% of total RAUM90.9%
Non-discretionary9.1%
$59M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$653M
Total Accounts1,948
10Y AUM Change+$541M (+481.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee72:1
10Y Employee Change+1 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.