Collective Wealth, LLC

RIAState Registered

Total AUM

$11.6M

Discretionary

$11.6M

100% of AUM

Avg account

$241K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 321142
Website: www.mycollectivewealth.com
Custodians: CHARLES SCHWAB & CO., INC., SECURIAN, PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI44.39%
Individuals34.73%
Pension & Profit Sharing Plans20.88%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Collective Wealth, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services with insurance brokerage activity. Its fee model includes both a percentage-of-assets component and hourly charges. Collective Wealth is not positioned as an ESG-focused allocator and is not identified as a multi-state or newly formed adviser.