Investment adviser · CRD 332929
COLLABORATIVE PORTFOLIO MANAGEMENT
Investment adviser filing (IA)
COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
OVERLAND PARK, KS, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $179M Form ADV · Item 5.F
- Client accounts
- 519 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $122,271,659 | 68.4% |
| Individuals | 114 | $29,681,597 | 16.6% |
| Charities | Fewer than 5 | $17,429,091 | 9.8% |
| Retirement plans | Fewer than 5 | $9,304,091 | 5.2% |
| Corporations & businesses | Fewer than 5 | $52,187 | 0.0% |
Filing source
Form ADV 2116939 · Jul 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
10985 CODY STREET, SUITE 140OVERLAND PARK, KS, 66210, United States
CRD 332929
Filing source
Form ADV 2116939 · Jul 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.