DBA: COLLABORATIVE WEALTH
| Total AUM | $653.3M |
| Discretionary | $594.0M91% of AUM |
| Non-Discretionary | $59.3M |
| Client Accounts | 1,948 |
| Avg Account Size | $335K |
| Employees | 13 |
| Peak AUM | $653.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $653M | +15.8% | +17.7% | +10.7% | |
| Discretionary AUM | |||||
| Total AUM | $653.3M |
| Discretionary | $594.0M |
| Employees | 13 |
| Client Accounts | 1948 |
| Client Range | 1-10 |
Address
972 INTERNATIONAL PARKWAY
LAKE MARY FL 32746
Phone
407-792-3336
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$594M
90.9% of AUM
Non-Discretionary
$59M
9.1% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
No related registrations reported
| +29.2% /yrover 12 yrs · 34 filings |
Total AUM
$653M
| $594M |
| +14.7% |
| +16.6% |
| +9.1% |
| Non-Disc. AUM | $59M | +27.9% | +31.6% | +47.5% |
| Total Accounts | 2k | +7.6% | +8.7% | +5.9% |
| Avg Account Size | $335,360.521 | +7.6% | +8.3% | +4.6% |
| Employees | 13 | 0.0% | +2.6% | 1.4% |
| AUM / Employee | $50M | +15.8% | +14.8% | +12.3% |
Client AUM Segments | |||||
| Wealth AUM | $581M | +15.1% | +16.5% | +9.6% | |
| Institutional AUM | $72M | +22.2% | +29.6% | +22.4% | |
Client Count Segments | |||||
| HNW Clients | 740 | +6.0% | +5.8% | +2.5% | |
| Institutional | 22 | 0.0% | +21.1% | +14.4% | |
| Individuals | 175 | +1.2% | +2.7% | +2.9% | |