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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Insight insight
- Established Date
- 03-22-2003
- Office Locations
- 2
Office Locations
About Collaborative Wealth Advisors, LLC
Collaborative Wealth Advisors, LLC is a Westford, MA RIA led by CFP Ron Dokus serving the greater Boston area. The firm works with individuals, families, small businesses and fiduciaries on personalized financial planning and investment management, with an emphasis on wealth accumulation and tax strategies. Portfolios commonly use asset allocation with mutual funds and ETFs, custody at Fidelity/NFS, and its “Living Balance Sheet” framework.
Team overview
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Custodian
Investment Themes
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Owner & Executives
RONALD E DOKUS
Managing Member, President
- CRD
- #2064346
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD EDWARD BORETTI
Investment Advisor Representative
- CRD
- #3130890
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,236,831 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,236,831 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,236,831
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,182,309,005 | 35.6% |
| Equity - Exchange | $1,510,702,871 | 16.9% |
| Cash | $1,823,570,329 | 20.4% |
| Corporate - Investment Grade | $1,466,007,519 | 16.4% |
| Other | $956,480,516 | 10.7% |
| Total | $8,939,070,240 | 100.0% |