Collaborative Portfolio Management
Collaborative Portfolio Management is an SEC-registered mass-market adviser in Overland Park, KS with $178.7M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Collaborative Portfolio Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332929, SEC 801-131107, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $178.7M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Overland Park, KS
- Employees
- 4
- Clients
- 182
- CRD
- 332929
- Ownership
- ORINDGREFF, JOHN, PATRICK; O'LUCKY INC; THOMAS, RESA, ANN
How much AUM does Collaborative Portfolio Management have?
Collaborative Portfolio Management reported $178.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Collaborative Portfolio Management?
Disclosed owners and executives of Collaborative Portfolio Management include ORINDGREFF, JOHN, PATRICK, O'LUCKY INC, THOMAS, RESA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.