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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-19-2007
- Office Locations
- 6
Office Locations
About Collaborative Wealth
CollaborativeWEALTH is a Lake Mary, FL-based financial planning and integrated wealth management firm serving individuals, families, and business owners. The team provides comprehensive planning, investment advice, and independent asset management, with capabilities spanning employee benefit and retirement plans and insurance strategies. Fee-based with no proprietary products; custody relationships include Schwab and LPL.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHAD RICHMOND JUSTICE
Chief Executive Officer, President
- CRD
- #4788183
- Ownership
- 75% or more
SANDRA ANN STICKNEY
Chief Compliance Officer
- CRD
- #4512798
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Graham Franklin Albright
--
- CRD
- #8141799
DARLA JEAN GREER
--
- CRD
- #873136
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $593,995,275 | $312,959 |
| Non-Discretionary | $59,287,020 | $1,185,740 |
| Total | $653,282,295 | $335,361 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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