Collective Wealth, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- US Government Bonds20%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1
James Jackson
Founder & CEOCRD 5030815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Griffinest Asia Asset Management, LLC
RIAPasadena, CA
Pettus & Dawkins Financial Group, LLC
RIAINS Capital Management, LLC
RIAParker Financial Planning, LLC
RIABradenton, FL
Farrecian Investments Inc
RIAWichita, KS
Magnolia Lane Capital, LLC
RIANewport News, VA