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COLLECTIVE WEALTH PARTNERS, LLC
CRD 317519 · SEC 801-123714
1100 PEACHTREE STREET NE, SUITE 250, ATLANTA, GA, 30309, United States
Phone
(404) 633-9952
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$59.9M
Discretionary AUM
$56.4M
Team
6 total employees; 6 advisory reps; 42 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsADVISORY CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $26.8M |
| High net worth individuals | 16 | $30.0M |
| Charitable organizations | 5 | $100K |
| Corporations/business entities | 10 | $3.0M |
States served
CA, CO, DC, GA, IL, MD, MI, NJ, NY, NC, PA, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD