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, SEC-registered registered investment adviser (SEC registered in 2025) organized as an LLC and owned by an individual. The firm serves individuals, families and select institutional clients and functions as a capital allocator—deploying client capital into third‑party managers when appropriate. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee arrangements. Core advisory services reported on filings include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars/workshops. The firm does not identify as an active ESG investor and lists an insurance company among its industry affiliations.