COLLECTIVE WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$157,005,962
Discretionary
$155,012,697
Non-discretionary
$1,993,265
Firm details
- CRD number
- 289157
- SEC file number
- 801-133786
- Main office
- COPPELL, TX, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.