COLLINS WEALTH MANAGEMENT

Overview

Collins Wealth Management is an independent registered investment advisor operating as a limited liability company and focused on serving individuals and families. The firm provides financial planning and portfolio management services for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Filings show the firm is not a capital allocator and does not identify as an active ESG investor. With modest assets under management, the firm appears structured for hands-on, client-level advisory rather than large-scale institutional solutions. Investment practice centers on publicly traded equities, with exchange-traded securities representing the largest single asset class on the books. The business model emphasizes discretionary portfolio management—most client assets are managed on a discretionary basis—paired with planning work for the firm’s client base. Given the size and client mix, service delivery is likely personalized and local, focused on core equity exposure supplemented by pooled products such as mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices