Collaborative Wealth

Overview

Collaborative Wealth is an SEC registered investment adviser based in Lake Mary, FL, registered since 2014. It reports $653M in assets under management across 1,948 accounts, with 13 employees. It has 14 investment adviser representatives.

Reported AUM

$653M

Discretionary

91%

Accounts

1,948

Average account

$335K

Employees

13

Advisory reps

14

Registered since

2014

Jurisdictions

12

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Chad Richmond Justice Chief Executive Officer, Chief Compliance Officer CRD 4788183
• Sandra Ann Stickney Chief Compliance Officer CRD 4512798

Advisory reps 3 of 14

• Graham Franklin Albright Investment Adviser Rep CRD 8141799
• Darla Jean Greer Registered Rep · Investment Adviser Rep CRD 873136
• Jaren Nicole Holmes Investment Adviser Rep CRD 6383208

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

972 International Pkwy
Lake Mary, FL 32746

County

Seminole

Metro area

Orlando-Kissimmee-Sanford, FL

Region

South

Registrations

• SEC registered
• Registered in 12 jurisdictions

Every state, with registration dates

Similar firms near Lake Mary

• Capacuity LLCLake Mary, FL$13.9B AUM
• Newport Group Consulting, LLCLake Mary, FL$5.1B AUM
• Shariaportfolio, Inc.Lake Mary, FL$3B AUM
• Jackson Wealth Management, LLCLake Mary, FL$1.1B AUM
• QTR Family Wealth, LLCLake Mary, FL$749M AUM