COLLABORATIVE WEALTH MANAGEMENT, INC.
Legal name: COLLABORATIVE WEALTH
CRD #142106 SEC #801-80100 LAKE MARY, FL 407-792-3336
SEC Registered
Total AUM
$564M
Discretionary
$517.7M
Employees
13
Clients
10
Accounts
1,810
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $564M | $517.7M | $46.4M | 13 | 8 |
| Mar 2024 | $463.6M | $428.1M | $35.6M | 12 | 6 |
| Feb 2023 | $390.1M | $365.2M | $24.9M | 12 | 8 |
| Feb 2022 | $450.8M | $416.9M | $33.9M | 14 | 5 |
| Jan 2022 | $386.7M | $378.7M | $8M | 14 | 6 |
| Nov 2021 | $386.7M | $378.7M | $8M | 14 | 6 |
| Jan 2021 | $386.7M | $378.7M | $8M | 14 | 6 |
| Jul 2020 | $349.3M | $330.3M | $19M | 18 | 5 |
| May 2020 | $349.3M | $330.3M | $19M | 18 | 5 |
| May 2020 | $349.3M | $330.3M | $19M | 18 | 5 |
| May 2020 | $349.3M | $330.3M | $19M | 18 | 5 |
| Mar 2020 | $349.3M | $330.3M | $19M | 18 | 5 |
| Sep 2019 | $260.9M | $256.1M | $4.8M | 18 | 6 |
| Aug 2019 | $260.9M | $256.1M | $4.8M | 18 | 6 |
| Mar 2019 | $260.9M | $256.1M | $4.8M | 18 | 6 |
| Mar 2018 | $185.2M | $179.8M | $5.4M | 15 | 10 |
| Mar 2017 | $112.3M | $112.3M | $0 | 12 | 390 |
| Feb 2017 | $112.3M | $112.3M | $0 | 12 | 390 |
| Jan 2017 | $80M | $80M | $0 | 7 | 200 |
| Dec 2016 | $80M | $80M | $0 | 7 | 200 |
| Dec 2016 | $80M | $80M | $0 | 7 | 200 |
| Nov 2016 | $80M | $80M | $0 | 7 | 200 |
| Nov 2016 | $80M | $80M | $0 | 7 | 200 |
| Jun 2016 | $80M | $80M | $0 | 7 | 200 |
| Mar 2016 | $80M | $80M | $0 | 7 | 200 |
| Feb 2016 | $80M | $80M | $0 | 6 | 200 |
| Nov 2014 | $33M | $33M | $0 | 2 | 26 |
| Jul 2014 | $33M | $33M | $0 | 2 | 26 |
DateJan 2025
Total AUM$564M
Discretionary$517.7M
Non-Disc.$46.4M
Employees13
Clients8
DateMar 2024
Total AUM$463.6M
Discretionary$428.1M
Non-Disc.$35.6M
Employees12
Clients6
DateFeb 2023
Total AUM$390.1M
Discretionary$365.2M
Non-Disc.$24.9M
Employees12
Clients8
DateFeb 2022
Total AUM$450.8M
Discretionary$416.9M
Non-Disc.$33.9M
Employees14
Clients5
DateJan 2022
Total AUM$386.7M
Discretionary$378.7M
Non-Disc.$8M
Employees14
Clients6
DateNov 2021
Total AUM$386.7M
Discretionary$378.7M
Non-Disc.$8M
Employees14
Clients6
DateJan 2021
Total AUM$386.7M
Discretionary$378.7M
Non-Disc.$8M
Employees14
Clients6
DateJul 2020
Total AUM$349.3M
Discretionary$330.3M
Non-Disc.$19M
Employees18
Clients5
DateMay 2020
Total AUM$349.3M
Discretionary$330.3M
Non-Disc.$19M
Employees18
Clients5
DateMay 2020
Total AUM$349.3M
Discretionary$330.3M
Non-Disc.$19M
Employees18
Clients5
DateMay 2020
Total AUM$349.3M
Discretionary$330.3M
Non-Disc.$19M
Employees18
Clients5
DateMar 2020
Total AUM$349.3M
Discretionary$330.3M
Non-Disc.$19M
Employees18
Clients5
DateSep 2019
Total AUM$260.9M
Discretionary$256.1M
Non-Disc.$4.8M
Employees18
Clients6
DateAug 2019
Total AUM$260.9M
Discretionary$256.1M
Non-Disc.$4.8M
Employees18
Clients6
DateMar 2019
Total AUM$260.9M
Discretionary$256.1M
Non-Disc.$4.8M
Employees18
Clients6
DateMar 2018
Total AUM$185.2M
Discretionary$179.8M
Non-Disc.$5.4M
Employees15
Clients10
DateMar 2017
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees12
Clients390
DateFeb 2017
Total AUM$112.3M
Discretionary$112.3M
Non-Disc.$0
Employees12
Clients390
DateJan 2017
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateDec 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateDec 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateNov 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateNov 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateJun 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees6
Clients200
DateNov 2014
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees2
Clients26
DateJul 2014
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees2
Clients26