SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Collective Wealth Partners, LLC
Atlanta, GA
CRD 317519
Firm filing updated June 19, 2026 ·
- $59.9MAssets
- 209Clients
- 6Advisory staff
- 438Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals178
- High net worth individuals16
- Corporations or other businesses10
- Charities5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 178 | $26.8 million |
| High net worth individuals | 16 | $30.0 million |
| Charitable organizations | 5 | $100,000 |
| Corporations or other businesses not listed above | 10 | $3.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 5 services
- Educational seminars/workshops
- Other: "ADVISORY CONSULTATIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ADVISORY CONSULTATIONS"
Assets and accounts
- Regulatory assets$59.9 million
- Accounts438
- Discretionary$56.4 million · 434 accounts
- Non-discretionary$3.5 million · 4 accounts
People
- Employees6
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents5
- Planning clients101 to 250
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 317519, SEC file 801-123714.
- Registered with the SEC as an investment advisor (status date on record: April 14, 2022).
Is Collective Wealth Partners, LLC a fiduciary?
Short answer: Collective Wealth Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.