Collective Wealth Partners, LLC

RIASEC RegisteredEst. 2022

Total AUM

$59.9M

Discretionary

$56.4M

94% of AUM

Avg account

$137K

Accounts

438

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 317519
Registered since: April 14, 2022
Website: www.collectivewealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.08%
Individuals44.74%
Corporations / Businesses5.01%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Collective Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm acts as a capital allocator and serves both individual & family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Compensation methods include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Collective Wealth Partners is a multi-state adviser and does not identify as an active ESG investor.