Collaborative Wealth Management, Inc.
Florida
Registered In
03/25/2014
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction
Company Summary
Collaborative Wealth Management, Inc. at 972 International Pkwy, Lake Mary, FL 32746 lists Justice Chad R of Lake Mary, FL as the associate.
Overview
Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Texas
EIN
35-2280124
Website
Email
**************@collaborativewealth.com
Search Other Resources
People
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Justice Chad
Registered Agent
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972 INTERNATIONAL PKWY, LAKE MARY, FL 32746
|
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Justice Chad R
CEO/President
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972 INTERNATIONAL PKWY, LAKE MARY, FL 32746
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Map & Locations
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972 INTERNATIONAL PKWY, LAKE MARY, FL 32746
View Map
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Financials
Financial Information for Collaborative Wealth Management, Inc.
Form 5500
COLLABORATIVE WEALTH MANAGEMENT, INC.
972 International Pkwy, Lake Mary, FL 32746 (407) 792-3336 EIN:35-2280124 Plan Admin:Chad Justice| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOLLABORATIVE WEALTH 401(K) & PROFIT SHARE Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$853,310 / $1,051,613 | 2023 | COLLABORATIVE WEALTH 401(K) & PROFIT SHARE - Plan #001 | 13 / 13 | $853,310 / $1,051,613 |
| 2022 | Plan NameCOLLABORATIVE WEALTH 401(K) & PROFIT SHARE Plan #001 Participants BOY/EOY16 / 12 Assets BOY/EOY$933,506 / $853,310 | 2022 | COLLABORATIVE WEALTH 401(K) & PROFIT SHARE - Plan #001 | 16 / 12 | $933,506 / $853,310 |
| 2021 | Plan NameCOLLABORATIVE WEALTH 401(K) & PROFIT SHARE Plan #001 Participants BOY/EOY19 / 16 Assets BOY/EOY$622,529 / $933,506 | 2021 | COLLABORATIVE WEALTH 401(K) & PROFIT SHARE - Plan #001 | 19 / 16 | $622,529 / $933,506 |
| 2020 | Plan NameCOLLABORATIVE WEALTH 401(K) & PROFIT SHARE Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$414,784 / $622,529 | 2020 | COLLABORATIVE WEALTH 401(K) & PROFIT SHARE - Plan #001 | 16 / 16 | $414,784 / $622,529 |
| 2019 | Plan NameCOLLABORATIVE WEALTH 401(K) & PROFIT SHARE Plan #001 Participants BOY/EOY15 / 13 Assets BOY/EOY$102,704 / $414,784 | 2019 | COLLABORATIVE WEALTH 401(K) & PROFIT SHARE - Plan #001 | 15 / 13 | $102,704 / $414,784 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
COLLABORATIVE WEALTH MANAGEMENT, INC.
972 International Park Way, LAKE MARY, FL 32746 Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$162,500 Forgiven$163,960 LenderJPMorgan Chase Bank, National Association Jobs8 | 04/14/2020 | $162,500 | $163,960 | JPMorgan Chase Bank, National Association | 8 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Collaborative Wealth Management, Inc.
Registered in Texas
|
Lake Mary, FL | View Report |
Address Match:972 International Pkwy Lake Mary, FL
|
Collaborative Digital Innovations Inc.
Registered in Florida
|
Lake Mary, FL | View Report | |
|
Cskk LLC
Registered in Florida
|
Jacksonville, FL Lake Mary, FL | View Report | |
|
Cw Gainesville-Re, LLC
Registered in Florida
|
Jacksonville, FL Lake Mary, FL (1 more) | View Report | |
|
Cw Justice, LLC
Registered in Florida
|
Lake Mary, FL | View Report | |
|
Cw Treasure Coast LLC
Registered in Florida
|
Jacksonville, FL Lake Mary, FL (1 more) | View Report | |
|
International Parkway I LLC
Registered in Florida
|
Lake Mary, FL Longwood, FL | View Report | |
|
Timothy R. Alles, Inc.
Registered in Florida
|
Fort Myers, FL Lake Mary, FL | View Report | |
|
Collaborative Digital Innovations LLC
Registered in Florida
|
Lake Mary, FL | View Report | |
|
Collaborative Wealth Southeast, LLC
Registered in Florida
|
Lake Mary, FL | View Report | |
|
Cw Gainesville, LLC
Registered in Florida
|
Jacksonville, FL Lake Mary, FL (1 more) | View Report | |
|
Johnson Wealth Management Group, LLC
Registered in Florida
|
Lake Mary, FL | View Report |
Person/City Match:Justice Chad - Lake Mary, FL
|
Collaborativewealth
Registered in Florida
|
Lake Mary, FL | View Report |
Sources
The following government agencies have contributed data:
• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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