Collective Wealth Advisors LLC
Collective Wealth Advisors LLC is an SEC-registered mass-market adviser in Coppell, TX with $157.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Collective Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289157, SEC 801-133786, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $157.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Coppell, TX
- Employees
- 7
- Clients
- 224
- CRD
- 289157
- Ownership
- NELSON, DEWAYNE, RAY
How much AUM does Collective Wealth Advisors LLC have?
Collective Wealth Advisors LLC reported $157.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Collective Wealth Advisors LLC?
Disclosed owners and executives of Collective Wealth Advisors LLC include NELSON, DEWAYNE, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.