Collective Family Office, LLC
Collective Family Office, LLC is an SEC-registered wealth manager in York, PA with $533.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Collective Family Office, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301274, SEC 801-115052, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $533.4M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- York, PA
- Employees
- 3
- Clients
- 146
- CRD
- 301274
- Ownership
- HOFFMAN, TREVOR, NATHAN; SIVEL, DAVID, SCOTT; LUSTER, BRIAN, DAVID
How much AUM does Collective Family Office, LLC have?
Collective Family Office, LLC reported $533.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Collective Family Office, LLC?
Disclosed owners and executives of Collective Family Office, LLC include HOFFMAN, TREVOR, NATHAN, SIVEL, DAVID, SCOTT, LUSTER, BRIAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.