COLLECTIVE WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2025

Total AUM

$157M

Discretionary

$155M

99% of AUM

Avg account

$286K

Accounts

549

Employees

Advisory reps

Firm details

Headquarters: COPPELL, Texas
CRD number: 289157
Registered since: June 30, 2025
Website: collectivewealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.36%
Individuals39.95%
Corporations / Businesses0.67%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Collective Wealth Advisors LLC is an independent, limited liability RIA that is SEC-registered (2025) and owned by an individual. The firm acts as a capital allocator, serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed are financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars/workshops. The snapshot flags the firm as not an active ESG investor and not a multi-state adviser; it also notes an industry affiliation with an insurance company.