COLLABORATIVE WEALTH

Legal name: COLLABORATIVE WEALTH MANAGEMENT, INC.

CRD 142106File 801-80100

APPROVED

Retail clients

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$653.3M

Above cohort median (national)

Discretionary AUM

$594.0M

Non-discretionary $59.3M

Clients

937

1,948 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Aug 6, 2014
Principal office: 972 INTERNATIONAL PARKWAY, LAKE MARY, FL, 32746
Phone: 407-792-3336
Website: https://www.linkedin.com/company/collaborativewealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $653.3M
Discretionary AUM: $594.0M
Non-discretionary AUM: $59.3M
Discretionary accounts: 1,898
Non-discretionary accounts: 50
Total accounts: 1,948
AUM per client: $697K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$13.2M
Charitable organizations	3	$1.2M
High net worth individuals	175	$337.1M
Pension and profit sharing plans	11	$58.1M
Individuals (other than high net worth individuals)	740	$243.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.