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Collaborative Wealth

SEC Registered
Lake Mary, FL407-792-3336
Assets Under Management
$500M–$1B
Office Locations
4 offices
Total Accounts
1948

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Chad Richmond Justice
CEO
Barry Nelson Roderick
CHIEF COMPLIANCE OFFICER

Office locations

4 offices in 1 state
FL
Lake MaryHQ
FL
Gainesville
FL
Stuart
FL
Orlando

Advisors at this firm

14 advisors in the directory

Regulatory & compliance

CRD number
#142106
SEC Number
801-80100
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $100,000 (waivable)

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Collaborative Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Collaborative Wealth in Lake Mary, FL - Fees & Services