Collaborative Wealth — MIAMI, FL
Marketing Brand800 NW 62ND AVE STE 120, MIAMI, FL 33126
CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in- ...
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
Source: SEC Form ADV filings and FINRA BrokerCheck
Brand Information
Advisors Under This Brand(1)
These advisors use the Collaborative Wealth brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.