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| Collective Wealth Partners LLC
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|
|---|---|
| CRD # | 317519 |
| SEC # | 801-123714 |
| CIK # | |
| AUM | $24.8 MM (2023-03-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 404-633-9952 |
| Address | 1100 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 16.1 |
| (b) Individuals (high net worth individuals) | 6 | 8.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 24.8 |
| By Discretionary | ||
| Discretionary | 316 | 22.6 |
| Non-Discretionary | 106 | 2.3 |
| Total | 422 | 24.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.8 | |
| Total | 422 | 24.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vesto Financial Inc
✚
|
NY | 0.0 |
|
Blueprint Financial Advisors LLC
✚
|
NC | 0.0 |
|
Eagles Coast Wealth Management LLC
✚
|
SC | 0.0 |
|
Patriot Asset Management Inc
✚
|
NY | 0.0 |
|
Solid Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Hayden Capital LLC
✚
|
NY | 0.0 |
|
Coleman Capital US LLC
✚
|
0.0 | |
|
Inverlochy Capital Inc
✚
|
0.0 | |
|
Virtus Wealth Management LLC
✚
|
MO | 0.0 |
|
Polaris Financial LLC
✚
|
MA | 0.0 |