Collaborative Wealth®: Detailed Company Information & Corporate Profile
Contact top employees from
Collaborative Wealth®
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Collaborative Wealth® employees and management.
| Collaborative Wealth® Website | collaborativewealth.com |
| Social Links |   |
| Phone Number | 1-800-269-9787 |
| Industries | |
| Collaborative Wealth® Headquarters Address | 972 International Pkwy, Lake Mary, Florida, 32746 US |
| Company Size | 10-50 employees |
| Specialities & Services | Wealth Planning, Investment Advisory, Estate & Trust, Insurance, Retirement Plans |
| Founded | 2006 |
| Estimated Annual Revenue | $10M - 50M |
| Updated: | 2026-08-30 |
Workforce Turnover
Length of Employment
Collaborative Wealth®'s workforce includes employees across a wide range of tenure levels.
50% have been with the company for 5 to 7 years50% have been with the company for 8 to 10 yearsContact top employees from
Collaborative Wealth®
Jaren HolmesCompliance Associate
Shawn Smith CFP®Wealth Advisor
Benjamin SullivanWealth Planner
Larry ResczenskiWealth Advisor
Thomas PrattWealth Advisor
Doug JonesDirector of Strategic Operations & Advisor Transitions
Companies Similar to Collaborative Wealth®
Collaborative Wealth® Corporate Information: FAQ
Collaborative Wealth® operates in the Finance industries. More details can be found on the official website: collaborativewealth.com.
Collaborative Wealth® has offices located in Lake Mary, US.
The headquarters of Collaborative Wealth® are located in Lake Mary, United States.
You can contact Collaborative Wealth® by phone at 1-800-269-9787.
Collaborative Wealth® currently employs 10-50 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
