Collaborative Wealth
Collaborative Wealth (CRD# 142106) is a financial advisory firm headquartered in Lake Mary, FL. They manage $463,643,037 in 1,638 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management464MILLION
-
Total Number of Accounts1,638ACCOUNTS
-
Average Account Value$283,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA
Matthew Giles (CRD# 5652239) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 13 years of experience in the finance industry.
Darla Greer (CRD# 873136) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 42 years of experience in the finance industry.
Chad Justice (CRD# 4788183) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 19 years of experience in the finance industry.
Stephen Magallanes (CRD# 5238169) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 15 years of experience in the finance industry.
Thomas Pratt (CRD# 6599076) is an Investment Advisor Representative working at Collaborative Wealth in Orlando, FL and has over 7 years of experience in the finance industry.
Randall Reed (CRD# 3152155) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 19 years of experience in the finance industry.
Larry Resczenski (CRD# 2236292) is an Investment Advisor Representative working at Collaborative Wealth in Gainesville, FL and has over 20 years of experience in the finance industry.
Shawn Smith (CRD# 6183746) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 9 years of experience in the finance industry.
Brenton Thai (CRD# 5824640) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 12 years of experience in the finance industry.
Donald White (CRD# 1347171) is an Investment Advisor Representative working at Collaborative Wealth in Stuart, FL and has over 36 years of experience in the finance industry.