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COLLECTIVE WEALTH PLANNING
COLLECTIVE WEALTH PLANNING, LLC
CRD 323657
393 STATE ST #230, SALEM, OR, 97301, United States
Phone
503-476-1142
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.0M
Discretionary AUM
$36.0M
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $15.2M |
| High net worth individuals | 10 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD