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| Happy Holidays!! thanks for using AUM13F!! |
| Collective Wealth Partners LLC
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| CRD # | 317519 |
| SEC # | 801-123714 |
| CIK # | |
| AUM | $42.5 M (2025-05-19) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 404-633-9952 |
| Address | 1100 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 32.0 |
| (b) Individuals (high net worth individuals) | 7 | 9.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 42.5 |
| By Discretionary | ||
| Discretionary | 404 | 42.4 |
| Non-Discretionary | 5 | 0.1 |
| Total | 409 | 42.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 42.5 | |
| Total | 409 | 42.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Forever Financial Advisors LLC
✚
|
0.1 | |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Manentia Wealth Consulting Inc
✚
|
NY | 0.0 |
|
Capital Insights Group of WNY LLC
✚
|
NY | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |