Adviser Profile
| As of Date | 07/02/2025 |
| Registration status | Registration Changed to COLLECTIVE WEALTH ADVISORS LLC |
| ADV Location | COPPELL, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 139,765,830 4% |
| of that, discretionary | 137,883,081 5% |
| Number of Employees | 6 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 253,199 6% |
| % High Net Worth | 17.11% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds