COLLECTIVE WEALTH PARTNERS, LLC

1100 Peachtree Street Ne
Suite 250
Atlanta, Georgia 30309
Tel: (404) 633-9952

About COLLECTIVE WEALTH PARTNERS, LLC

COLLECTIVE WEALTH PARTNERS, LLC, formally registered with the SEC as COLLECTIVE WEALTH PARTNERS, LLC. The firm was established in 04/14/2022. They have over 4 offices throughout the country.

COLLECTIVE WEALTH PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $32,973,458 assets under management, offering retirement planning & investment advisory services to 356 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317519
SEC#	801-123714
Assets Managed by Firm	$32,973,458
No. of Clients	356
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	356	$32,973,458
Individuals (other than high net worth individuals)	175	$20,380,758
High net worth individuals	7	$12,347,102
Charitable organizations	Fewer than 5 clients	$33,180
Corporations or other businesses	Fewer than 5 clients	$212,418

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