COLLABORATIVE WEALTH ADVISORS, LLC

Overview

Collaborative Wealth Advisors, LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and limited pension consulting, and it charges clients through a mix of percentage-of-assets, hourly, and flat-fee arrangements. Investment activity shows a clear preference for pooled public vehicles—mutual funds and other public funds make up the largest share of managed assets—suggesting the firm favors diversified, manager-driven exposure over heavy direct-stock concentration. Collaborative Wealth Advisors is not positioned as a capital allocator and does not identify as an active ESG investor. Service delivery centers on fee-based relationships with individuals and small businesses. The firm lists affiliations with accounting and insurance firms, which typically supports integrated planning and risk-management work alongside portfolio oversight. Custody and trading are centralized through Fidelity Brokerage Services, indicating reliance on mainstream custodial infrastructure and access to broad mutual-fund and ETF lineups.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices