RIA Intel›Advisers›Massachusetts›COLLABORATIVE WEALTH ADVISORS, LLC

COLLABORATIVE WEALTH ADVISORS, LLC

Advisory

WESTFORD, MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA
#1,046
of 1,590 advisers by AUM
Average account
$313K
across 269 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$84M
Discretionary %
100%
Clients
200
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients200
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

KNOTT ASSET MANAGEMENT, LLC
CAMBRIDGE, MA
$85M
-16.4% 1Y
BOSTON AMERICAN ASSET MANAGEMENT, INC.
BOSTON, MA
$84M
+1.2% 1Y
PIN WEALTH, LLC
NORTH READING, MA
$84M
+35.3% 1Y
HERITAGE FINANCIAL NETWORK, INC.
CONCORD, MA
$85M
0.0% 1Y
AEW ADVISORS INC
BOSTON, MA
$85M
0.0% 1Y
CAMMACK LARHETTE ADVISORS, LLC
WELLESLEY, MA
$86M
+37.9% 1Y

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