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).

Current Firm Details
972 International Parkway, Lake Mary, FL 32746
https://www.linkedin.com/company/collaborativewealth/
By the Numbers
  • Total Assets Under Management
    464
    MILLION
  • Total Number of Accounts
    1,638
    ACCOUNTS
  • Average Account Value
    $283,054
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, LA, NC, NH, NY, TN, TX, VA

Financial Advisors at Collaborative Wealth
Showing 11 - 13 of 13 top financial advisors.
11
Jaren Holmes, financial advisor Lake Mary FL
Jaren N. Holmes
CRD#: 6383208
972 International Parkway, Lake Mary, FL 32746

Jaren Holmes (CRD# 6383208) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has 1 year of experience in the finance industry.

12
Sandra Stickney, financial advisor Lake Mary FL
Sandra A. Stickney
CRD#: 4512798
972 International Parkway, Lake Mary, FL 32746

Sandra Stickney (CRD# 4512798) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has over 20 years of experience in the finance industry.

13
Benjamin Sullivan, financial advisor Lake Mary FL
Benjamin G. Sullivan
CRD#: 6702038
972 International Parkway, Lake Mary, FL 32746

Benjamin Sullivan (CRD# 6702038) is an Investment Advisor Representative working at Collaborative Wealth in Lake Mary, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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