# Collaborative Wealth Advisors, LLC

> Collaborative Wealth Advisors, LLC is a state-registered investment advisory firm in Westford, MA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 128431
- Filed as: COLLABORATIVE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westford, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128431
- AdvisorCensus page: https://advisorcensus.com/firm/collaborative-wealth-advisors-llc-westford-ma-128431

## Quick answers

**How is Collaborative Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Collaborative Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Collaborative Wealth Advisors, LLC located?**
Collaborative Wealth Advisors, LLC's principal office is in Westford, MA, according to its Form ADV.

**Is Collaborative Wealth Advisors, LLC registered with the SEC or a state?**
Collaborative Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128431.

**How much does Collaborative Wealth Advisors, LLC manage?**
Collaborative Wealth Advisors, LLC reports $84,236,831 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Collaborative Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (173); high net worth individuals (27).

**Does Collaborative Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128431

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $84,236,831
- Discretionary: $84,236,831
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 173 | $35,259,977 |
| High net worth individuals | 27 | $48,976,854 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cwagroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collaborative Wealth Advisors, LLC (CRD 128431): Form ADV filing data as of October 2026.