COLLABORATIVE PORTFOLIO MANAGEMENT

Legal name: COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

CRD 332929File 801-131107

APPROVED

Retail clients

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$178.7M

Bottom 25% of cohort (national)

Discretionary AUM

$178.7M

Clients

182

519 accounts

Employees

Bottom 25% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Sep 16, 2024
Principal office: 10985 CODY STREET, SUITE 140, OVERLAND PARK, KS, 66210
Phone: 816-471-5556
Website: https://www.cpm-llc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $178.7M
Discretionary AUM: $178.7M
Non-discretionary AUM: $0
Discretionary accounts: 519
Non-discretionary accounts: 0
Total accounts: 519
AUM per client: $982K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$52K
Charitable organizations	Fewer than 5	$17.4M
High net worth individuals	68	$122.3M
Pension and profit sharing plans	Fewer than 5	$9.3M
Individuals (other than high net worth individuals)	114	$29.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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.