Collective Wealth Partners, LLC
Collective Wealth Partners, LLC is an SEC-registered mass-market adviser in Atlanta, GA with $59.9M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Collective Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317519, SEC 801-123714, data through 2026-06-19.
- AUM (assets under management / regulatory AUM)
- $59.9M (2026-06-19)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 6
- Clients
- 209
- CRD
- 317519
- Ownership
- ELLIOTT, KAMILA, ANN; Ages, Shardea; FOULKES, EMMA, INOLA; Ages, Shardea, Maria; McKinney, Brian
How much AUM does Collective Wealth Partners, LLC have?
Collective Wealth Partners, LLC reported $59.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-19).
Who owns Collective Wealth Partners, LLC?
Disclosed owners and executives of Collective Wealth Partners, LLC include ELLIOTT, KAMILA, ANN, Ages, Shardea, FOULKES, EMMA, INOLA, Ages, Shardea, Maria, McKinney, Brian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.