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  2. Collaborative Wealth Management, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Collaborative Wealth Management, Inc.

EIN 35-2280124-investment management-Latest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
15
972 INTERNATIONAL PKWY - LAKE MARY, FL 32746407-792-3336collaborativewealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$2.1M - 15 part

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Retirement#001

COLLABORATIVE WEALTH 401(K) & PROFIT SHARE

401(k)

Assets$2.1M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLABORATIVE WEALTH 401(K) & PROFIT SHARE401(k)$2.1M152025
Retirement plans
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