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COLLABORATIVE WEALTH MANAGEMENT, INC. - Florida Company Profile

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Company Details

Entity Name: COLLABORATIVE WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 25 Mar 2014 (11 years ago)
Document Number: F14000001377
FEI/EIN Number 352280124

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 972 International Parkway, LAKE MARY, FL, 32746, US
Mail Address: 972 International Parkway, LAKE MARY, FL, 32746, US
ZIP code: 32746
County: Seminole
Place of Formation: TEXAS

Key Officers & Management

Name Role Address
JUSTICE CHAD R Chairman 972 International Parkway, LAKE MARY, FL, 32746
JUSTICE CHAD R President 972 International Parkway, LAKE MARY, FL, 32746
JUSTICE CHAD Agent 972 International Parkway, LAKE MARY, FL, 32746

Form 5500 Series

Employer Identification Number (EIN):
352280124
Plan Year:
2023
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
19
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
15
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 -
CHANGE OF MAILING ADDRESS 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 -
REGISTERED AGENT ADDRESS CHANGED 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 -

Documents

Name Date
ANNUAL REPORT 2025-02-13
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-04-04
ANNUAL REPORT 2022-03-24
ANNUAL REPORT 2021-05-04
ANNUAL REPORT 2020-05-05
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-02-19
ANNUAL REPORT 2017-02-25
ANNUAL REPORT 2016-04-12

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
8000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
162500.00
Total Face Value Of Loan:
162500.00

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
162500
Current Approval Amount:
162500
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
163959.79

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Date of last update: 02 Jun 2025

Sources: Florida Department of State