Overview
Assets Under Management: $157 million
Headquarters: COPPELL, TX
High-Net-Worth Clients: 39
Average Client Assets: $2.4 million
Frequently Asked Questions
COLLECTIVE WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289157), COLLECTIVE WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
COLLECTIVE WEALTH ADVISORS LLC is headquartered in COPPELL, TX.
COLLECTIVE WEALTH ADVISORS LLC serves 39 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, COLLECTIVE WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
COLLECTIVE WEALTH ADVISORS LLC manages $157 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, COLLECTIVE WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.36%
Average Client Assets: $2.4 million
Total Client Accounts: 549
Discretionary Accounts: 544
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 289157
Filing ID: 2064046
Last Filing Date: 2026-03-26 11:59:51