COLLECTIVE WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$59,900,000
Discretionary
$56,400,000
Non-discretionary
$3,500,000
Firm details
- CRD number
- 317519
- SEC file number
- 801-123714
- Main office
- ATLANTA, GA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.