CollaborativeWEALTH® is a highly orchestrated, integrated wealth planning and investment management firm serving affluent families, individuals, and businesses. Our group of highly qualified and seasoned professionals believe providing the attention you deserve is beyond the capacity of any one individual. It requires the combined efforts of a team, working together to develop and continually care for your personalized plan. One Team, One Focus…You.
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CollaborativeWEALTH® Questions
The CollaborativeWEALTH® annual revenue was $5.3 million in 2026.
Tricia Schwartz is the Chief Administrative Officer (CAO) of CollaborativeWEALTH®.
7 people are employed at CollaborativeWEALTH®.
CollaborativeWEALTH® is based in Lake Mary, Florida.
The NAICS codes for CollaborativeWEALTH® are [5239, 52393, 523, 52].
The SIC codes for CollaborativeWEALTH® are [62, 628].
Top CollaborativeWEALTH® Employees
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Thomas Pratt
Wealth Advisor at CollaborativeWEALTH®
Saint Cloud, FL, US35+ -
Shawn Smith
Wealth Advisor at CollaborativeWEALTH®
Orlando, FL, US11 -
11
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Benjamin Sullivan
Wealth Planner at CollaborativeWEALTH®
Lake Mary, FL, US1 -
Jaren Holmes
Compliance Associate at CollaborativeWEALTH®
Houston, TX, US11
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