COLLECTIVE WEALTH PARTNERS, LLC

Overview

Collective Wealth Partners, LLC is an independent registered investment adviser that focuses on delivering financial planning and portfolio management to individuals, families and select institutional clients. The firm operates as a capital allocator: it constructs portfolios that blend publicly traded mutual funds and externally managed alternative strategies. Services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of third‑party advisers, and client education through seminars and workshops. Collective Wealth Partners is not an ESG‑oriented investor and operates across multiple states. The firm’s business model mixes fee approaches — percentage of AUM, hourly and fixed fees — which supports both ongoing asset management relationships and project‑based planning engagements. That fee flexibility, combined with its role as a selector of outside managers, suggests a hybrid operating style: core portfolio construction in house paired with outsourced specialty exposure where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices