Collaborative Wealth
Collaborative Wealth is an SEC-registered mass-market adviser in Lake Mary, FL with $653.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Collaborative Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142106, SEC 801-80100, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $653.3M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Lake Mary, FL
- Employees
- 13
- Clients
- 937
- CRD
- 142106
- Ownership
- JUSTICE, CHAD, RICHMOND; STICKNEY, SANDRA, ANN; RODERICK, BARRY, NELSON
How much AUM does Collaborative Wealth have?
Collaborative Wealth reported $653.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Collaborative Wealth?
Disclosed owners and executives of Collaborative Wealth include JUSTICE, CHAD, RICHMOND, STICKNEY, SANDRA, ANN, RODERICK, BARRY, NELSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.