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COLLECTIVE WEALTH ADVISORS LLC
CRD 289157 · SEC 801-133786
713 MAIN STREET, COPPELL, TX, 75019, United States
Phone
214-427-1427
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$157.0M
Discretionary AUM
$155.0M
Team
7 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $62.7M |
| High net worth individuals | 39 | $93.2M |
| Charitable organizations | 1 | $37K |
| Corporations/business entities | 1 | $1.0M |
States served
AZ, LA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/r-scott-maxwell-mba-cfp%C2%AE-7b67147/
- HTTPS://WWW.LINKEDIN.COM/IN/DRNELSONJR/
- HTTP://WWW.LINKEDIN.COM/COMPANY/SOVEREIGNWEALTHMGMT/ABOUT/
- HTTPS://www.collectivewealthadvisors.com
- https://www.linkedin.com/company/collectivewealthadvisors/about/
- https://collectivewealthadvisors.com/
- https://www.linkedin.com/in/trey-nelson-857298a/
- https://www.linkedin.com/in/andreanelsonaz/
- https://www.linkedin.com/in/r-scott-maxwell-mba-7b67147/
- https://www.linkedin.com/in/dougburnettemdcfp/
Official SEC filing: View on IAPD