Collaborative Wealth

Collaborative Wealth (CRD# 142106) is a financial advisory firm headquartered in Lake Mary, FL. They manage $80,000,000 in 200 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, FL, GA, IN, KS, MD, ME, MN, NC, NY, OR, TX, VA

Financial Advisors at Collaborative Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Robert M. Georgiou
CRD#: 4840202
5411 N University Drive, Suite 101, Coral Springs, FL 33067
93
Wealthminder
score

Robert Georgiou (CRD# 4840202) is an Investment Advisor Representative working at Collaborative Wealth in Coral Springs, FL and has over 11 years of experience in the finance industry.

2
Joseph M. Koury
CRD#: 5980911
5411 N University Drive, Suiet 101, Coral Springs, FL 33067
90
Wealthminder
score

Joseph Koury (CRD# 5980911) is an Investment Advisor Representative working at Collaborative Wealth in Coral Springs, FL and has over 4 years of experience in the finance industry.

3
Michael P. Henderson
CRD#: 1584057
1525 International Parkway, Suite 1001, Lake Mary, FL 32746
86
Wealthminder
score

Michael Henderson (CRD# 1584057) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 29 years of experience in the finance industry. Michael Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Chad R. Justice
CRD#: 4788183
1525 International Parkway, Suite 1001, Lake Mary, FL 32746
73
Wealthminder
score

Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.